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
3201
$620 ﹤0.01%
500
3202
$618 ﹤0.01%
21
3203
$612 ﹤0.01%
+15
3204
$610 ﹤0.01%
+58
3205
$606 ﹤0.01%
+100
3206
$602 ﹤0.01%
12
-506
3207
$597 ﹤0.01%
40
3208
$594 ﹤0.01%
+38
3209
$585 ﹤0.01%
141
-270
3210
$576 ﹤0.01%
30
+23
3211
$564 ﹤0.01%
340
3212
$558 ﹤0.01%
80
-60
3213
$557 ﹤0.01%
20
+18
3214
$550 ﹤0.01%
500
3215
$546 ﹤0.01%
10
+2
3216
$540 ﹤0.01%
64
3217
$534 ﹤0.01%
5
3218
$533 ﹤0.01%
5
3219
$530 ﹤0.01%
3
-2
3220
$523 ﹤0.01%
+13
3221
$521 ﹤0.01%
5
-15
3222
$521 ﹤0.01%
+15
3223
$519 ﹤0.01%
273
+225
3224
$519 ﹤0.01%
5
-2
3225
$518 ﹤0.01%
25
+23
127 128
129
130 131