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
3376
$30 ﹤0.01%
+18
3377
$29 ﹤0.01%
+1
3378
$29 ﹤0.01%
54
3379
$28 ﹤0.01%
1
-39
3380
$27 ﹤0.01%
20
3381
$26 ﹤0.01%
10
3382
$23 ﹤0.01%
15
3383
$22 ﹤0.01%
+4
3384
$21 ﹤0.01%
1
3385
$18 ﹤0.01%
2
3386
$15 ﹤0.01%
+7
3387
$15 ﹤0.01%
1
3388
$14 ﹤0.01%
2
3389
$14 ﹤0.01%
341
+99
3390
$13 ﹤0.01%
1
3391
$12 ﹤0.01%
6
3392
$12 ﹤0.01%
2
-8
3393
$11 ﹤0.01%
+1
3394
$8 ﹤0.01%
10
3395
$8 ﹤0.01%
1
-1
3396
$8 ﹤0.01%
1
-50
3397
$8 ﹤0.01%
4
+2
3398
$6 ﹤0.01%
3
-50
3399
$6 ﹤0.01%
1
3400
$6 ﹤0.01%
4
-139
134 135
136
137 138