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
726
$2.66M ﹤0.01%
65,543
-2,133
727
$2.64M ﹤0.01%
79,006
-283
728
$2.63M ﹤0.01%
106,370
+19,094
729
$2.59M ﹤0.01%
14,768
+8,469
730
$2.58M ﹤0.01%
46,961
-61,007
731
$2.56M ﹤0.01%
17,936
+3,533
732
$2.54M ﹤0.01%
107,852
-2,900
733
$2.54M ﹤0.01%
40,296
+884
734
$2.54M ﹤0.01%
28,600
-1,836
735
$2.53M ﹤0.01%
34,021
-1,548
736
$2.52M ﹤0.01%
29,663
+2,463
737
$2.52M ﹤0.01%
21,813
+14,968
738
$2.51M ﹤0.01%
127,943
-57,408
739
$2.51M ﹤0.01%
+14,648
740
$2.51M ﹤0.01%
84,884
+12,294
741
$2.5M ﹤0.01%
40,183
+735
742
$2.5M ﹤0.01%
129,228
-2,396
743
$2.49M ﹤0.01%
17,685
+1,422
744
$2.48M ﹤0.01%
8,306
+468
745
$2.48M ﹤0.01%
64,046
+43,049
746
$2.48M ﹤0.01%
12,600
-345
747
$2.47M ﹤0.01%
232,804
+108,148
748
$2.47M ﹤0.01%
87,160
+82,663
749
$2.46M ﹤0.01%
20,743
+7,707
750
$2.46M ﹤0.01%
42,884
-3,284
28 29
30
31 32