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
751
$2.43M ﹤0.01%
77,376
-7,464
752
$2.43M ﹤0.01%
182,233
-23,068
753
$2.42M ﹤0.01%
58,920
+10,959
754
$2.42M ﹤0.01%
22,678
-15,649
755
$2.41M ﹤0.01%
148,807
+7,430
756
$2.41M ﹤0.01%
60,728
+1,598
757
$2.4M ﹤0.01%
15,834
-104
758
$2.4M ﹤0.01%
47,465
-13,439
759
$2.39M ﹤0.01%
25,007
+2,536
760
$2.39M ﹤0.01%
66,735
+3,311
761
$2.38M ﹤0.01%
39,663
+25,984
762
$2.37M ﹤0.01%
58,412
-6,391
763
$2.36M ﹤0.01%
41,372
-5,601
764
$2.35M ﹤0.01%
37,390
+1,359
765
$2.34M ﹤0.01%
15,416
+2,963
766
$2.34M ﹤0.01%
16,075
-448
767
$2.3M ﹤0.01%
75,835
+8,928
768
$2.29M ﹤0.01%
23,481
+3,791
769
$2.29M ﹤0.01%
57,571
-1,701
770
$2.28M ﹤0.01%
100,708
+30,205
771
$2.27M ﹤0.01%
70,401
+7,010
772
$2.27M ﹤0.01%
90,386
+26,154
773
$2.26M ﹤0.01%
70,165
+53,201
774
$2.26M ﹤0.01%
14,272
-3,436
775
$2.25M ﹤0.01%
55,656
+2,194
29 30
31
32 33