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
3301
$180 ﹤0.01%
+5
3302
$176 ﹤0.01%
141
3303
$175 ﹤0.01%
62
-27
3304
$174 ﹤0.01%
87
3305
$172 ﹤0.01%
9
3306
$167 ﹤0.01%
+14
3307
$166 ﹤0.01%
+5
3308
$162 ﹤0.01%
+2
3309
$160 ﹤0.01%
8
3310
$160 ﹤0.01%
+30
3311
$158 ﹤0.01%
153
+3
3312
$157 ﹤0.01%
+30
3313
$150 ﹤0.01%
129
3314
$143 ﹤0.01%
+150
3315
$143 ﹤0.01%
5
-58
3316
$139 ﹤0.01%
8
3317
$127 ﹤0.01%
+23
3318
$126 ﹤0.01%
+250
3319
$124 ﹤0.01%
73
+40
3320
$123 ﹤0.01%
100
-187
3321
$116 ﹤0.01%
+17
3322
$109 ﹤0.01%
3
3323
$107 ﹤0.01%
48
3324
$104 ﹤0.01%
+4
3325
$104 ﹤0.01%
+100
131 132
133
134 135