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
851
$1.78M ﹤0.01%
37,068
+277
852
$1.78M ﹤0.01%
24,875
+1,635
853
$1.76M ﹤0.01%
20,735
+244
854
$1.76M ﹤0.01%
27,082
+496
855
$1.76M ﹤0.01%
7,102
-6,581
856
$1.76M ﹤0.01%
12,054
+277
857
$1.76M ﹤0.01%
19,634
+491
858
$1.75M ﹤0.01%
2,316
-331
859
$1.75M ﹤0.01%
32,709
+938
860
$1.75M ﹤0.01%
13,873
-901
861
$1.73M ﹤0.01%
67,130
+1,161
862
$1.73M ﹤0.01%
31,042
+1,385
863
$1.71M ﹤0.01%
21,744
+6,735
864
$1.7M ﹤0.01%
13,141
+571
865
$1.7M ﹤0.01%
22,474
+3,728
866
$1.69M ﹤0.01%
7,309
+543
867
$1.69M ﹤0.01%
46,319
-1,168
868
$1.69M ﹤0.01%
34,741
-19,245
869
$1.68M ﹤0.01%
75,995
-5,563
870
$1.68M ﹤0.01%
4,353
-4,831
871
$1.67M ﹤0.01%
32,654
+18,780
872
$1.67M ﹤0.01%
27,660
-1,017
873
$1.67M ﹤0.01%
74,146
+10,585
874
$1.66M ﹤0.01%
18,389
-872
875
$1.66M ﹤0.01%
97,710
+2,745
33 34
35
36 37