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
3251
$385 ﹤0.01%
+10
3252
$381 ﹤0.01%
4
3253
$379 ﹤0.01%
+7
3254
$369 ﹤0.01%
+74
3255
$357 ﹤0.01%
+15
3256
$334 ﹤0.01%
29
-138
3257
$333 ﹤0.01%
+7
3258
$328 ﹤0.01%
36
+20
3259
$327 ﹤0.01%
40
+1
3260
$322 ﹤0.01%
+22
3261
$319 ﹤0.01%
100
3262
$315 ﹤0.01%
45
3263
$307 ﹤0.01%
20
3264
$306 ﹤0.01%
+108
3265
$306 ﹤0.01%
+23
3266
$301 ﹤0.01%
60
3267
$300 ﹤0.01%
25
+2
3268
$299 ﹤0.01%
40
3269
$291 ﹤0.01%
68
-63
3270
$286 ﹤0.01%
+5
3271
$285 ﹤0.01%
228
-1
3272
$278 ﹤0.01%
500
3273
$273 ﹤0.01%
8
-13
3274
$265 ﹤0.01%
29
+22
3275
$262 ﹤0.01%
3
129 130
131
132 133