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
826
$1.94M ﹤0.01%
60,144
-2,329
827
$1.93M ﹤0.01%
18,620
+17,275
828
$1.92M ﹤0.01%
8,072
-33
829
$1.91M ﹤0.01%
13,802
+253
830
$1.9M ﹤0.01%
16,831
+16,080
831
$1.9M ﹤0.01%
26,682
-1,536
832
$1.9M ﹤0.01%
4,506
+419
833
$1.89M ﹤0.01%
64,171
+5,796
834
$1.88M ﹤0.01%
20,635
+10,314
835
$1.86M ﹤0.01%
44,604
+3,373
836
$1.86M ﹤0.01%
10,329
-71
837
$1.85M ﹤0.01%
76,198
+15,151
838
$1.85M ﹤0.01%
7,469
-219
839
$1.85M ﹤0.01%
37,525
+1,878
840
$1.84M ﹤0.01%
5,720
+239
841
$1.83M ﹤0.01%
19,353
+3,969
842
$1.82M ﹤0.01%
13,761
-7,928
843
$1.82M ﹤0.01%
63,972
-685
844
$1.82M ﹤0.01%
30,592
+1,398
845
$1.81M ﹤0.01%
68,659
+21,871
846
$1.81M ﹤0.01%
14,029
+18
847
$1.8M ﹤0.01%
52,109
-2,232
848
$1.8M ﹤0.01%
70,863
+44,753
849
$1.8M ﹤0.01%
39,591
+528
850
$1.79M ﹤0.01%
63,100
+3,500
32 33
34
35 36