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
301
$21.1M 0.02%
329,939
+43,897
302
$20.9M 0.02%
765,995
+45,151
303
$20.4M 0.02%
447,699
+43,431
304
$20.2M 0.02%
12,292
+698
305
$20.1M 0.02%
423,332
-5,572
306
$20M 0.02%
100,130
+5,251
307
$19.9M 0.02%
488,746
-77,332
308
$19.9M 0.02%
186,866
+11,431
309
$19.9M 0.02%
784,823
+146,652
310
$19.8M 0.02%
407,313
+4,435
311
$19.8M 0.02%
787,675
+9,060
312
$19.3M 0.02%
444,723
+53,117
313
$19.2M 0.02%
61,374
+3,361
314
$19.1M 0.02%
419,427
+2,296
315
$18.8M 0.02%
388,842
+73,474
316
$18.6M 0.02%
319,532
+12,883
317
$18.6M 0.02%
785,605
+10,985
318
$18.5M 0.02%
134,363
+15,664
319
$18.5M 0.02%
183,691
+40,010
320
$18.4M 0.02%
547,830
-1,689
321
$18.1M 0.02%
886,603
-41,494
322
$18M 0.02%
151,827
-120,172
323
$17.5M 0.02%
65,103
+3,935
324
$17.5M 0.02%
548,032
+82,747
325
$17.5M 0.02%
397,906
-28,016
11 12
13
14 15