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
801
$2.1M ﹤0.01%
7,079
+2,308
802
$2.1M ﹤0.01%
20,820
+804
803
$2.1M ﹤0.01%
5,619
+2,986
804
$2.1M ﹤0.01%
25,834
-3,599
805
$2.09M ﹤0.01%
38,781
-2,802
806
$2.09M ﹤0.01%
49,554
-5,234
807
$2.07M ﹤0.01%
34,090
+3,289
808
$2.06M ﹤0.01%
30,344
+13,985
809
$2.04M ﹤0.01%
76,512
+5,891
810
$2.03M ﹤0.01%
9,926
+357
811
$2.03M ﹤0.01%
11,116
+6,114
812
$2.03M ﹤0.01%
31,055
-1,147
813
$2.03M ﹤0.01%
20,804
+2,418
814
$2.01M ﹤0.01%
11,645
-83
815
$2M ﹤0.01%
84,982
+12,672
816
$1.98M ﹤0.01%
8,835
+565
817
$1.97M ﹤0.01%
41,610
+4,933
818
$1.97M ﹤0.01%
39,160
+725
819
$1.96M ﹤0.01%
14,666
+3,921
820
$1.96M ﹤0.01%
58,663
-400
821
$1.95M ﹤0.01%
29,977
-605
822
$1.95M ﹤0.01%
65,033
-5,978
823
$1.95M ﹤0.01%
294,711
+115,316
824
$1.94M ﹤0.01%
34,189
+768
825
$1.94M ﹤0.01%
31,703
+802
31 32
33
34 35