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
3151
$1.01K ﹤0.01%
54
3152
$990 ﹤0.01%
72
3153
$973 ﹤0.01%
+14
3154
$972 ﹤0.01%
+100
3155
$957 ﹤0.01%
28
3156
$950 ﹤0.01%
+56
3157
$933 ﹤0.01%
70
+50
3158
$925 ﹤0.01%
+64
3159
$919 ﹤0.01%
1,000
3160
$912 ﹤0.01%
43
3161
$902 ﹤0.01%
+200
3162
$891 ﹤0.01%
202
3163
$887 ﹤0.01%
+31
3164
$884 ﹤0.01%
209
-509
3165
$878 ﹤0.01%
32
3166
$864 ﹤0.01%
+225
3167
$857 ﹤0.01%
375
3168
$852 ﹤0.01%
200
+123
3169
$840 ﹤0.01%
500
3170
$836 ﹤0.01%
255
-600
3171
$828 ﹤0.01%
+250
3172
$810 ﹤0.01%
+11
3173
$799 ﹤0.01%
+40
3174
$792 ﹤0.01%
107
3175
$784 ﹤0.01%
19
+7
125 126
127
128 129