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
3176
$780 ﹤0.01%
35
3177
$772 ﹤0.01%
17
-148
3178
$767 ﹤0.01%
+8
3179
$767 ﹤0.01%
+25
3180
$748 ﹤0.01%
+67
3181
$739 ﹤0.01%
+33
3182
$728 ﹤0.01%
30
3183
$724 ﹤0.01%
3
-163
3184
$712 ﹤0.01%
22
-169
3185
$710 ﹤0.01%
430
+30
3186
$707 ﹤0.01%
8
3187
$702 ﹤0.01%
90
+21
3188
$690 ﹤0.01%
30
+16
3189
$690 ﹤0.01%
+15
3190
$689 ﹤0.01%
+20
3191
$680 ﹤0.01%
20
3192
$677 ﹤0.01%
+53
3193
$672 ﹤0.01%
+200
3194
$665 ﹤0.01%
100
3195
$655 ﹤0.01%
100
3196
$654 ﹤0.01%
122
+3
3197
$650 ﹤0.01%
237
+107
3198
$642 ﹤0.01%
+30
3199
$639 ﹤0.01%
515
+458
3200
$630 ﹤0.01%
6
+1
126 127
128
129 130