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
701
$2.9M ﹤0.01%
115,853
+27,311
702
$2.89M ﹤0.01%
81,863
+13,140
703
$2.89M ﹤0.01%
22,889
+3,903
704
$2.87M ﹤0.01%
73,789
+844
705
$2.86M ﹤0.01%
26,980
+1,872
706
$2.85M ﹤0.01%
96,108
+14,982
707
$2.85M ﹤0.01%
96,226
+33,317
708
$2.84M ﹤0.01%
12,623
-668
709
$2.82M ﹤0.01%
26,466
+493
710
$2.81M ﹤0.01%
50,868
+1,322
711
$2.8M ﹤0.01%
28,962
+7,615
712
$2.79M ﹤0.01%
118,377
-134,165
713
$2.79M ﹤0.01%
243,028
-11,592
714
$2.76M ﹤0.01%
28,930
+4,259
715
$2.76M ﹤0.01%
23,910
+118
716
$2.75M ﹤0.01%
6,734
+529
717
$2.75M ﹤0.01%
8,563
-1,540
718
$2.75M ﹤0.01%
41,322
+3,176
719
$2.72M ﹤0.01%
13,570
+538
720
$2.72M ﹤0.01%
11,617
+434
721
$2.71M ﹤0.01%
26,395
+22,132
722
$2.69M ﹤0.01%
134,987
+21,619
723
$2.69M ﹤0.01%
38,327
-484
724
$2.68M ﹤0.01%
40,583
+2,728
725
$2.67M ﹤0.01%
131,734
+1,471
27 28
29
30 31