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
26
$650M 0.64%
6,096,813
-434,540
27
$620M 0.61%
5,022,223
-129,937
28
$617M 0.61%
2,472,040
-28,635
29
$600M 0.59%
1,604,195
+19,480
30
$550M 0.54%
2,847,177
+14,766
31
$527M 0.52%
7,038,111
+770,007
32
$467M 0.46%
2,913,640
-450,286
33
$453M 0.45%
17,469,222
-785,865
34
$404M 0.4%
14,730,969
+186,057
35
$397M 0.39%
4,236,053
-923,806
36
$379M 0.37%
17,694,393
+2,129,829
37
$373M 0.37%
2,045,344
-97,322
38
$364M 0.36%
1,222,201
-38,842
39
$360M 0.36%
8,687,546
+536,186
40
$354M 0.35%
1,625,389
-9,006
41
$348M 0.34%
2,037,015
+124,276
42
$348M 0.34%
3,601,247
+163,712
43
$338M 0.33%
1,714,506
+283,257
44
$293M 0.29%
8,864,888
+630,942
45
$292M 0.29%
506,703
+17,933
46
$286M 0.28%
533,690
-55,029
47
$285M 0.28%
1,085,618
+536,724
48
$273M 0.27%
1,493,972
-49,476
49
$237M 0.23%
5,449,254
+394,881
50
$232M 0.23%
868,200
+12,173
1
2
3 4 5