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
551
$5.9M 0.01%
165,598
+39,708
552
$5.87M 0.01%
56,549
-327
553
$5.86M 0.01%
46,549
+6,076
554
$5.85M 0.01%
197,889
+15,492
555
$5.82M 0.01%
60,427
+3,474
556
$5.8M 0.01%
66,124
+2,453
557
$5.8M 0.01%
76,411
-71,423
558
$5.75M 0.01%
4,497
+120
559
$5.74M 0.01%
97,530
-23,610
560
$5.74M 0.01%
118,768
+58,798
561
$5.71M 0.01%
130,986
+4,282
562
$5.71M 0.01%
111,301
+51,126
563
$5.69M 0.01%
64,316
+24,901
564
$5.69M 0.01%
98,131
+71,320
565
$5.57M 0.01%
39,449
+2,596
566
$5.55M 0.01%
243,470
+482
567
$5.54M 0.01%
85,250
-8,085
568
$5.53M 0.01%
20,101
+3,618
569
$5.53M 0.01%
162,935
+39,380
570
$5.51M 0.01%
17,569
+2,166
571
$5.51M 0.01%
21,363
+123
572
$5.47M 0.01%
+157,788
573
$5.45M 0.01%
98,881
+6,855
574
$5.43M 0.01%
31,012
-2,428
575
$5.38M 0.01%
21,620
+12,093
21 22
23
24 25