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
476
$7.95M 0.01%
33,788
+1,980
477
$7.87M 0.01%
258,810
+249,805
478
$7.84M 0.01%
433,931
+33,820
479
$7.81M 0.01%
28,206
-1,145
480
$7.81M 0.01%
89,872
+35,809
481
$7.79M 0.01%
214,820
+5,784
482
$7.72M 0.01%
37,170
-1,356
483
$7.65M 0.01%
244,687
+56,788
484
$7.62M 0.01%
156,541
-194
485
$7.59M 0.01%
78,593
-3,942
486
$7.53M 0.01%
275,711
-251,188
487
$7.51M 0.01%
22,833
+1,750
488
$7.5M 0.01%
109,833
+22,811
489
$7.49M 0.01%
146,528
+17,592
490
$7.47M 0.01%
15,942
+7,647
491
$7.47M 0.01%
179,840
-10,894
492
$7.46M 0.01%
187,996
+2,725
493
$7.45M 0.01%
19,297
+11,122
494
$7.38M 0.01%
82,609
-2,443
495
$7.35M 0.01%
35,873
-20,589
496
$7.34M 0.01%
85,516
+5,771
497
$7.22M 0.01%
223,864
+15,114
498
$7.22M 0.01%
85,856
+9,516
499
$7.21M 0.01%
12,788
+1,671
500
$7.19M 0.01%
11,114
+541
18 19
20
21 22