Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.9B
AUM Growth
-$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,890
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$302M
3
+$195M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$189M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$133M

Top Sells

1
+$142M
2
+$103M
3
+$29.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.7M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$23.7M

Sector Composition

1 Technology 2.43%
2 Financials 1.55%
3 Healthcare 1.38%
4 Consumer Discretionary 1.21%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$1K ﹤0.01%
57
+9
2327
$1K ﹤0.01%
20
2328
$1K ﹤0.01%
+28
2329
$1K ﹤0.01%
+57
2330
$1K ﹤0.01%
50
2331
$1K ﹤0.01%
52
2332
$1K ﹤0.01%
+64
2333
$1K ﹤0.01%
237
2334
$1K ﹤0.01%
145
2335
$1K ﹤0.01%
+20
2336
$1K ﹤0.01%
285
2337
$1K ﹤0.01%
+750
2338
$1K ﹤0.01%
+105
2339
$1K ﹤0.01%
250
2340
$1K ﹤0.01%
+33
2341
$1K ﹤0.01%
+12
2342
$1K ﹤0.01%
+62
2343
$1K ﹤0.01%
76
+71
2344
$1K ﹤0.01%
1,595
+1,504
2345
$1K ﹤0.01%
+83
2346
$1K ﹤0.01%
+179
2347
$1K ﹤0.01%
144
-105
2348
$1K ﹤0.01%
+36
2349
$1K ﹤0.01%
55
2350
$1K ﹤0.01%
+4,075
92 93
94
95 96