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
601
$4.67M ﹤0.01%
52,094
+1,213
602
$4.62M ﹤0.01%
48,324
+22,924
603
$4.62M ﹤0.01%
124,672
-2,371
604
$4.61M ﹤0.01%
44,808
+3,622
605
$4.6M ﹤0.01%
83,258
-2,970
606
$4.58M ﹤0.01%
113,824
+19,576
607
$4.54M ﹤0.01%
75,660
+5,745
608
$4.53M ﹤0.01%
63,387
+23,321
609
$4.52M ﹤0.01%
360,189
-6,643
610
$4.51M ﹤0.01%
88,021
+14,535
611
$4.5M ﹤0.01%
177,847
+15,927
612
$4.5M ﹤0.01%
54,339
+3,173
613
$4.49M ﹤0.01%
49,103
+1,035
614
$4.49M ﹤0.01%
115,846
+8,204
615
$4.48M ﹤0.01%
88,301
+9,339
616
$4.46M ﹤0.01%
129,071
-63,451
617
$4.41M ﹤0.01%
85,999
+6,599
618
$4.36M ﹤0.01%
26,672
+23,741
619
$4.36M ﹤0.01%
101,784
+86,190
620
$4.36M ﹤0.01%
43,829
-2,287
621
$4.34M ﹤0.01%
182,863
+53,160
622
$4.3M ﹤0.01%
68,023
-1,251
623
$4.3M ﹤0.01%
45,582
+1,297
624
$4.28M ﹤0.01%
77,888
-2,590
625
$4.25M ﹤0.01%
32,511
-10,177
23 24
25
26 27