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
676
$3.39M ﹤0.01%
36,468
+962
677
$3.36M ﹤0.01%
67,106
-6,647
678
$3.35M ﹤0.01%
20,299
-12,982
679
$3.35M ﹤0.01%
50,229
+4,255
680
$3.35M ﹤0.01%
23,922
+5,785
681
$3.35M ﹤0.01%
51,694
-27,140
682
$3.33M ﹤0.01%
100,319
-2,432
683
$3.22M ﹤0.01%
34,325
-1,352
684
$3.17M ﹤0.01%
22,948
+13,008
685
$3.12M ﹤0.01%
105,033
-8,983
686
$3.11M ﹤0.01%
38,285
-4,815
687
$3.1M ﹤0.01%
63,260
-10,836
688
$3.08M ﹤0.01%
23,256
+254
689
$3.08M ﹤0.01%
78,355
+5,218
690
$3.07M ﹤0.01%
112,525
-15,184
691
$3.06M ﹤0.01%
16,646
+1,328
692
$3.06M ﹤0.01%
30,607
+2,459
693
$3.02M ﹤0.01%
60,111
-877
694
$3.01M ﹤0.01%
73,759
-11,516
695
$2.99M ﹤0.01%
45,095
+1,046
696
$2.95M ﹤0.01%
38,464
-12,493
697
$2.94M ﹤0.01%
39,341
-1,592
698
$2.92M ﹤0.01%
75,947
-23,332
699
$2.92M ﹤0.01%
80,856
-565
700
$2.9M ﹤0.01%
19,697
+251
26 27
28
29 30