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
401
$10.9M 0.01%
111,292
+3,752
402
$10.9M 0.01%
37,648
-237
403
$10.9M 0.01%
174,245
+11,984
404
$10.7M 0.01%
70,503
-776
405
$10.7M 0.01%
188,981
+12,395
406
$10.7M 0.01%
47,091
+1,107
407
$10.6M 0.01%
66,953
-13,072
408
$10.5M 0.01%
234,664
-5,634
409
$10.4M 0.01%
114,524
+53,951
410
$10.4M 0.01%
50,451
+6,011
411
$10.4M 0.01%
17
-2
412
$10.3M 0.01%
43,305
+3,151
413
$10.3M 0.01%
34,330
+2,265
414
$10.3M 0.01%
716,571
+152,443
415
$10.2M 0.01%
23,237
+1,199
416
$10.2M 0.01%
92,743
+29,029
417
$10.1M 0.01%
311,136
-16,894
418
$10.1M 0.01%
119,930
-15,862
419
$10M 0.01%
387,812
+63,206
420
$10M 0.01%
137,617
-457
421
$9.97M 0.01%
56,717
+4,576
422
$9.96M 0.01%
68,987
+10,458
423
$9.95M 0.01%
44,323
+2,406
424
$9.95M 0.01%
353,380
+20,854
425
$9.93M 0.01%
361,628
+2,224
15 16
17
18 19