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
$101B
AUM Growth
+$4.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,934
New
Increased
Reduced
Closed

Top Buys

1
+$3.03B
2
+$2.89B
3
+$226M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$187M
5
V icon
Visa
V
+$141M

Top Sells

1
+$2.16B
2
+$941M
3
+$593M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$369M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$293M

Sector Composition

1 Technology 3.42%
2 Financials 1.38%
3 Consumer Discretionary 1.15%
4 Healthcare 1.11%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35M 0.03%
905,363
+40,268
252
$34.5M 0.03%
115,481
-2,789
253
$33.6M 0.03%
698,281
+78,879
254
$33.1M 0.03%
459,229
+37,321
255
$32.9M 0.03%
129,073
+2,328
256
$32.5M 0.03%
394,860
-167,516
257
$32.5M 0.03%
84,725
+3,880
258
$32.2M 0.03%
714,491
-166,354
259
$32M 0.03%
468,799
+28,804
260
$31.5M 0.03%
155,130
-9,678
261
$30.6M 0.03%
457,719
+1,977
262
$30.2M 0.03%
1,006,012
+90,123
263
$29.8M 0.03%
829,457
+126,348
264
$28.8M 0.03%
91,807
+4,120
265
$28.5M 0.03%
287,375
+58
266
$28.4M 0.03%
283,483
-10,349
267
$28.2M 0.03%
1,264,122
+52,434
268
$28.2M 0.03%
1,456,094
+1,426,274
269
$28M 0.03%
186,322
+23,424
270
$27.9M 0.03%
92,083
+2,211
271
$27.9M 0.03%
828,699
-6,357
272
$27.6M 0.03%
420,840
+55,136
273
$27.3M 0.03%
158,876
-1,102
274
$26.9M 0.03%
238,651
+49,690
275
$26.8M 0.03%
334,557
+66,728
9 10
11
12 13