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
451
$8.72M 0.01%
14,926
+7,149
452
$8.7M 0.01%
334,602
+7,730
453
$8.7M 0.01%
348,361
+45,374
454
$8.66M 0.01%
126,303
-1,181
455
$8.65M 0.01%
122,865
+7,650
456
$8.65M 0.01%
682,078
+655,798
457
$8.6M 0.01%
88,624
-33,985
458
$8.6M 0.01%
27,929
+1,523
459
$8.58M 0.01%
140,318
+116,385
460
$8.57M 0.01%
358,271
+16,178
461
$8.53M 0.01%
38,373
+1,137
462
$8.51M 0.01%
385,355
+131,095
463
$8.47M 0.01%
34,439
-2,893
464
$8.36M 0.01%
113,495
-42,753
465
$8.24M 0.01%
224,664
+71,150
466
$8.24M 0.01%
466,376
+14,132
467
$8.24M 0.01%
55,634
-583
468
$8.18M 0.01%
277,406
+16,085
469
$8.14M 0.01%
424,380
+316,362
470
$8.1M 0.01%
161,952
-3,010
471
$8.04M 0.01%
302,690
-393,194
472
$8.03M 0.01%
157,359
-984
473
$7.98M 0.01%
72,524
-2,078
474
$7.98M 0.01%
191,915
+8,464
475
$7.98M 0.01%
125,696
+3,004
17 18
19
20 21