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
326
$17.4M 0.02%
249,422
+27,553
327
$17.2M 0.02%
302,700
-293,839
328
$17.2M 0.02%
446,074
-1,032
329
$16.9M 0.02%
234,634
+734
330
$16.9M 0.02%
127,621
+7,456
331
$16.8M 0.02%
722,318
+43,018
332
$16.7M 0.02%
392,029
-8,483
333
$16.6M 0.02%
189,112
+8,626
334
$16.5M 0.02%
422,603
-531,275
335
$16.5M 0.02%
317,896
+16,337
336
$16.4M 0.02%
358,964
+84,243
337
$16.2M 0.02%
47,704
+7,879
338
$16.2M 0.02%
51,851
+1,920
339
$16.1M 0.02%
52,200
-2,006
340
$16.1M 0.02%
93,058
+2,001
341
$16.1M 0.02%
208,968
+25,419
342
$15.8M 0.02%
171,011
+35,550
343
$15.6M 0.02%
672,183
+37,603
344
$15.6M 0.02%
314,538
-12,469
345
$15.6M 0.02%
79,674
+11,816
346
$15.2M 0.02%
139,997
+174
347
$14.9M 0.01%
734,567
+224,699
348
$14.7M 0.01%
118,888
+5,825
349
$14.6M 0.01%
160,039
+2,694
350
$14.6M 0.01%
347,000
+54,673
12 13
14
15 16