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
3226
$515 ﹤0.01%
22
-37
3227
$507 ﹤0.01%
42
3228
$504 ﹤0.01%
56
-30
3229
$504 ﹤0.01%
42
-45
3230
$499 ﹤0.01%
35
3231
$481 ﹤0.01%
+875
3232
$460 ﹤0.01%
17
-24
3233
$460 ﹤0.01%
+579
3234
$452 ﹤0.01%
22
+1
3235
$451 ﹤0.01%
12
-16
3236
$451 ﹤0.01%
+500
3237
$447 ﹤0.01%
2
-2
3238
$445 ﹤0.01%
+111
3239
$443 ﹤0.01%
13
3240
$439 ﹤0.01%
305
3241
$435 ﹤0.01%
+8
3242
$433 ﹤0.01%
22
3243
$431 ﹤0.01%
29
3244
$424 ﹤0.01%
19
+1
3245
$422 ﹤0.01%
16
-44
3246
$422 ﹤0.01%
18
-5
3247
$420 ﹤0.01%
+5
3248
$415 ﹤0.01%
60
-422
3249
$413 ﹤0.01%
10
-3
3250
$410 ﹤0.01%
6
-18
128 129
130
131 132