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
51
$230M 0.23%
3,882,627
+348,451
52
$226M 0.22%
2,008,501
-25,590
53
$225M 0.22%
7,653,479
+326,105
54
$224M 0.22%
615,482
+3,898
55
$214M 0.21%
424,207
-38,234
56
$213M 0.21%
524,486
+3,528
57
$207M 0.2%
4,522,710
+238,474
58
$198M 0.19%
976,620
+11,300
59
$190M 0.19%
5,771,174
+194,550
60
$188M 0.19%
4,269,195
+8,681
61
$178M 0.18%
6,847,119
+1,723,425
62
$177M 0.17%
2,105,760
-521,201
63
$158M 0.16%
2,014,338
+147,144
64
$157M 0.15%
1,058,334
+545,178
65
$154M 0.15%
7,720,512
-197,369
66
$154M 0.15%
1,664,740
+24,001
67
$154M 0.15%
839,340
+38,088
68
$150M 0.15%
5,946,388
+502,668
69
$146M 0.14%
171,844
+207
70
$146M 0.14%
5,669,797
+245,418
71
$140M 0.14%
154,106
+7,183
72
$139M 0.14%
855,115
+75,013
73
$137M 0.14%
2,346,388
+1,186,062
74
$136M 0.13%
1,347,983
-104,039
75
$133M 0.13%
1,470,657
+23,513
1 2
3
4 5