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
576
$5.36M 0.01%
198,556
+9,635
577
$5.35M 0.01%
18,584
+7,090
578
$5.34M 0.01%
205,109
+30,286
579
$5.28M 0.01%
224,620
+1,996
580
$5.26M 0.01%
44,333
+674
581
$5.2M 0.01%
393,996
+95,482
582
$5.17M 0.01%
37,632
-3,292
583
$5.16M 0.01%
395,619
-263,638
584
$5.1M 0.01%
91,612
-1,329
585
$5.08M 0.01%
75,470
+53,936
586
$5.08M 0.01%
57,521
+51,219
587
$5.06M 0.01%
73,745
+4,885
588
$5.06M 0.01%
93,630
+7,765
589
$5.05M 0.01%
95,193
-888
590
$5.04M 0.01%
69,383
+10,771
591
$5.01M ﹤0.01%
58,324
+19,957
592
$4.99M ﹤0.01%
52,792
+3,682
593
$4.82M ﹤0.01%
83,248
-5,330
594
$4.8M ﹤0.01%
23,603
-207
595
$4.77M ﹤0.01%
54,402
+714
596
$4.75M ﹤0.01%
204,453
+23,401
597
$4.72M ﹤0.01%
44,822
+2,873
598
$4.71M ﹤0.01%
113,416
-42,208
599
$4.69M ﹤0.01%
89,506
+9,858
600
$4.67M ﹤0.01%
47,013
-62,006
22 23
24
25 26