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
526
$6.54M 0.01%
81,229
+16,669
527
$6.47M 0.01%
150,289
+8,558
528
$6.42M 0.01%
30,483
-404
529
$6.36M 0.01%
82,500
+6,037
530
$6.35M 0.01%
56,554
+749
531
$6.34M 0.01%
29,528
+960
532
$6.3M 0.01%
177,180
+27,669
533
$6.28M 0.01%
216,741
+68,691
534
$6.28M 0.01%
135,158
-16,584
535
$6.27M 0.01%
471,769
+51,888
536
$6.27M 0.01%
82,178
-123
537
$6.23M 0.01%
132,062
+62,466
538
$6.19M 0.01%
110,369
-16,854
539
$6.17M 0.01%
89,869
-17,875
540
$6.16M 0.01%
150,836
+5,769
541
$6.14M 0.01%
121,949
-39,802
542
$6.13M 0.01%
39,397
+3,240
543
$6.09M 0.01%
40,098
-1,720
544
$6.06M 0.01%
31,171
+19,113
545
$6.06M 0.01%
80,669
-201,186
546
$6.02M 0.01%
80,305
+21,900
547
$6.01M 0.01%
65,437
+28,456
548
$5.94M 0.01%
37,182
+6,003
549
$5.91M 0.01%
118,154
-89
550
$5.9M 0.01%
52,507
+747
20 21
22
23 24