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
426
$9.87M 0.01%
211,109
+6,735
427
$9.73M 0.01%
142,417
+34,327
428
$9.69M 0.01%
784,224
+135,195
429
$9.66M 0.01%
381,339
+492
430
$9.59M 0.01%
457,728
-3,327
431
$9.58M 0.01%
210,241
-7,232
432
$9.49M 0.01%
306,368
+26,663
433
$9.46M 0.01%
84,194
-3,628
434
$9.45M 0.01%
158,577
+6,864
435
$9.41M 0.01%
145,895
+7,385
436
$9.41M 0.01%
68,729
-2,933
437
$9.34M 0.01%
116,913
-74,602
438
$9.31M 0.01%
246,063
+10,965
439
$9.3M 0.01%
219,664
+25,611
440
$9.26M 0.01%
190,470
+35,676
441
$9.25M 0.01%
217,876
+30,887
442
$9.24M 0.01%
105,556
+29,316
443
$9.24M 0.01%
105,468
+61,684
444
$9.18M 0.01%
236,352
+34,681
445
$9.12M 0.01%
27,363
+2,056
446
$9.1M 0.01%
65,029
+1,001
447
$9.1M 0.01%
20,458
+411
448
$8.82M 0.01%
111,204
+52,612
449
$8.8M 0.01%
84,088
-1,504
450
$8.72M 0.01%
153,904
+116,830
16 17
18
19 20