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
501
$7.12M 0.01%
66,880
+2,689
502
$7.11M 0.01%
143,008
+135,824
503
$7.08M 0.01%
69,249
-14,522
504
$7.05M 0.01%
264,181
+6,492
505
$7.02M 0.01%
23,918
+8,436
506
$7.02M 0.01%
16,093
+898
507
$7M 0.01%
404,782
+93,192
508
$6.99M 0.01%
53,131
-19,526
509
$6.97M 0.01%
70,013
+52,930
510
$6.88M 0.01%
114,133
-21,176
511
$6.84M 0.01%
20,675
+272
512
$6.82M 0.01%
246,264
+10,977
513
$6.82M 0.01%
39,288
+1,432
514
$6.8M 0.01%
11,432
+510
515
$6.79M 0.01%
103,824
+5,777
516
$6.76M 0.01%
186,270
+6,341
517
$6.73M 0.01%
29,502
+1,317
518
$6.72M 0.01%
86,163
+1,737
519
$6.71M 0.01%
386,541
-1,216,079
520
$6.71M 0.01%
115,552
-11,414
521
$6.7M 0.01%
28,266
+596
522
$6.67M 0.01%
115,611
-3,053
523
$6.66M 0.01%
81,320
+67,740
524
$6.57M 0.01%
47,574
+240
525
$6.55M 0.01%
25,696
+486
19 20
21
22 23