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
376
$12.4M 0.01%
107,207
-2,677
377
$12.4M 0.01%
196,094
-3,196
378
$12.3M 0.01%
182,579
+10,291
379
$12.3M 0.01%
545,586
-16,283
380
$12.2M 0.01%
165,066
+16,084
381
$12.1M 0.01%
43,175
+3,390
382
$11.9M 0.01%
88,263
-2,606
383
$11.9M 0.01%
180,407
+24,890
384
$11.9M 0.01%
250,548
+201,709
385
$11.8M 0.01%
428,172
-54,649
386
$11.8M 0.01%
52,537
+1,267
387
$11.8M 0.01%
231,977
+70,252
388
$11.8M 0.01%
197,905
+9,371
389
$11.7M 0.01%
142,880
+1,918
390
$11.7M 0.01%
486,678
-676,786
391
$11.7M 0.01%
348,406
+28,128
392
$11.6M 0.01%
147,364
-200
393
$11.6M 0.01%
247,198
+41,719
394
$11.5M 0.01%
192,888
-10,498
395
$11.5M 0.01%
226,132
+9,194
396
$11.4M 0.01%
492,716
-70,405
397
$11.4M 0.01%
17,343
+1,230
398
$11.4M 0.01%
58,617
+3,218
399
$11.2M 0.01%
154,965
-9,292
400
$10.9M 0.01%
80,720
+3,477
14 15
16
17 18