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
3326
$104 ﹤0.01%
28
+20
3327
$103 ﹤0.01%
+11
3328
$101 ﹤0.01%
4
3329
$97 ﹤0.01%
+5
3330
$96 ﹤0.01%
+60
3331
$94 ﹤0.01%
+55
3332
$91 ﹤0.01%
+19
3333
$90 ﹤0.01%
3
-897
3334
$87 ﹤0.01%
1
-34
3335
$87 ﹤0.01%
1
-4
3336
$82 ﹤0.01%
+28
3337
$80 ﹤0.01%
241
-1,000
3338
$78 ﹤0.01%
2
-605
3339
$74 ﹤0.01%
2
3340
$72 ﹤0.01%
13
3341
$70 ﹤0.01%
3
-7,497
3342
$70 ﹤0.01%
+3
3343
$67 ﹤0.01%
2
-7,850
3344
$65 ﹤0.01%
2
3345
$65 ﹤0.01%
+1
3346
$65 ﹤0.01%
+151
3347
$64 ﹤0.01%
3
-48
3348
$59 ﹤0.01%
+11
3349
$58 ﹤0.01%
3
3350
$57 ﹤0.01%
2
132 133
134
135 136