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
776
$2.23M ﹤0.01%
57,562
+3,364
777
$2.22M ﹤0.01%
16,051
-364
778
$2.22M ﹤0.01%
37,093
+1,023
779
$2.22M ﹤0.01%
99,373
-76,118
780
$2.22M ﹤0.01%
8,767
+1,688
781
$2.21M ﹤0.01%
64,254
+2,603
782
$2.21M ﹤0.01%
32,722
-2,943
783
$2.2M ﹤0.01%
26,413
-1,306
784
$2.2M ﹤0.01%
20,580
+911
785
$2.19M ﹤0.01%
10,869
+287
786
$2.19M ﹤0.01%
54,545
+2,633
787
$2.18M ﹤0.01%
50,229
-2,031
788
$2.18M ﹤0.01%
8,421
+586
789
$2.18M ﹤0.01%
40,159
+6,548
790
$2.17M ﹤0.01%
25,989
-14,865
791
$2.17M ﹤0.01%
88,890
-23,148
792
$2.17M ﹤0.01%
10,252
+795
793
$2.17M ﹤0.01%
8,525
+300
794
$2.15M ﹤0.01%
107,401
-275
795
$2.15M ﹤0.01%
27,425
+2,333
796
$2.14M ﹤0.01%
14,962
+489
797
$2.13M ﹤0.01%
24,830
-183
798
$2.12M ﹤0.01%
59,459
+8,401
799
$2.11M ﹤0.01%
28,682
+2,003
800
$2.11M ﹤0.01%
27,684
+1,463
30 31
32
33 34