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
651
$3.76M ﹤0.01%
31,841
+4,568
652
$3.71M ﹤0.01%
39,072
-1,433
653
$3.71M ﹤0.01%
8,674
+79
654
$3.7M ﹤0.01%
52,637
+14,296
655
$3.69M ﹤0.01%
21,442
+4,595
656
$3.69M ﹤0.01%
67,682
+4,404
657
$3.66M ﹤0.01%
104,700
+103,124
658
$3.65M ﹤0.01%
44,788
+1,119
659
$3.62M ﹤0.01%
60,124
+3,398
660
$3.61M ﹤0.01%
76,148
-13,909
661
$3.61M ﹤0.01%
68,856
-12,735
662
$3.59M ﹤0.01%
70,707
+14,661
663
$3.57M ﹤0.01%
162,015
+141,511
664
$3.56M ﹤0.01%
34,306
+815
665
$3.55M ﹤0.01%
50,551
-10,672
666
$3.52M ﹤0.01%
32,451
+6,949
667
$3.51M ﹤0.01%
101,145
+43
668
$3.51M ﹤0.01%
489,643
+15,590
669
$3.47M ﹤0.01%
121,988
+116,620
670
$3.44M ﹤0.01%
17,459
+4,563
671
$3.44M ﹤0.01%
28,043
+102
672
$3.42M ﹤0.01%
14,139
+1,028
673
$3.4M ﹤0.01%
859
+44
674
$3.4M ﹤0.01%
29,987
+1,495
675
$3.39M ﹤0.01%
135,472
+14,910
25 26
27
28 29