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
351
$14.5M 0.01%
186,057
+12,582
352
$14.3M 0.01%
184,216
+14,399
353
$14.2M 0.01%
275,833
-32,697
354
$14.1M 0.01%
239,130
-34,372
355
$14M 0.01%
122,199
+9,319
356
$14M 0.01%
556,121
-166,754
357
$13.9M 0.01%
34,082
+10,569
358
$13.8M 0.01%
572,230
-19,794
359
$13.7M 0.01%
331,594
-76,633
360
$13.6M 0.01%
135,637
+3,115
361
$13.4M 0.01%
700,577
+18,869
362
$13.4M 0.01%
583,474
+72,260
363
$13.3M 0.01%
85,495
+5,445
364
$13.2M 0.01%
449,604
+38,244
365
$13.2M 0.01%
329,948
+31,712
366
$13.2M 0.01%
59,954
+4,343
367
$13.2M 0.01%
66,893
-1,757
368
$13.1M 0.01%
129,694
-26,485
369
$13.1M 0.01%
134,420
-6,064
370
$13M 0.01%
16,561
+1,484
371
$12.9M 0.01%
128,134
-5,099
372
$12.8M 0.01%
445,040
-36,124
373
$12.4M 0.01%
191,152
-13,721
374
$12.4M 0.01%
153,193
+4,808
375
$12.4M 0.01%
97,397
+2,705
13 14
15
16 17