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
276
$26.8M 0.03%
207,355
+12,496
277
$26.7M 0.03%
799,907
+123,349
278
$26.5M 0.03%
988,013
+294,477
279
$26.3M 0.03%
348,934
-153,545
280
$25.7M 0.03%
646,361
+1,858
281
$25.4M 0.03%
50,292
+40,400
282
$25.4M 0.03%
1,121,743
+738,317
283
$25.4M 0.03%
254,006
+17,027
284
$25.3M 0.03%
118,794
+61,142
285
$25.1M 0.02%
378,149
+2,565
286
$24.8M 0.02%
411,015
+19,657
287
$24.5M 0.02%
1,395,980
+1,381,353
288
$24.3M 0.02%
205,132
+12,107
289
$23.9M 0.02%
169,108
+28,138
290
$23.9M 0.02%
853,001
-39,053
291
$23.5M 0.02%
301,454
-137,391
292
$23.4M 0.02%
108,989
+9,493
293
$23.2M 0.02%
941,037
-40,359
294
$23.1M 0.02%
49,353
+338
295
$23M 0.02%
509,575
+117,313
296
$22.4M 0.02%
450,564
+28,521
297
$22.1M 0.02%
110,956
-2,680
298
$21.8M 0.02%
226,328
+170
299
$21.5M 0.02%
208,352
+8,374
300
$21.4M 0.02%
860,333
+320,181
10 11
12
13 14