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
626
$4.21M ﹤0.01%
211,914
-42,659
627
$4.19M ﹤0.01%
169,285
-2,816,502
628
$4.19M ﹤0.01%
233,665
-64,920
629
$4.16M ﹤0.01%
134,817
+3,566
630
$4.15M ﹤0.01%
39,805
-1,027
631
$4.11M ﹤0.01%
58,434
+11,996
632
$4.1M ﹤0.01%
24,324
+1,334
633
$4.07M ﹤0.01%
77,687
+6,103
634
$4.05M ﹤0.01%
9,408
-56
635
$4.03M ﹤0.01%
191,461
-368,185
636
$4.03M ﹤0.01%
38,760
+3,624
637
$4.03M ﹤0.01%
34,354
+1,340
638
$4.02M ﹤0.01%
3,821
+536
639
$4.01M ﹤0.01%
151,409
+16,512
640
$4M ﹤0.01%
112,302
+2,415
641
$3.99M ﹤0.01%
49,041
-10,929
642
$3.97M ﹤0.01%
128,683
+7,757
643
$3.95M ﹤0.01%
175,104
+163,751
644
$3.95M ﹤0.01%
67,890
-23,565
645
$3.95M ﹤0.01%
178,994
+1,038
646
$3.9M ﹤0.01%
166,281
+3,341
647
$3.86M ﹤0.01%
183,214
-14,093
648
$3.81M ﹤0.01%
52,279
+4,445
649
$3.81M ﹤0.01%
68,224
+14,419
650
$3.8M ﹤0.01%
34,483
+10,552
24 25
26
27 28