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
876
$1.66M ﹤0.01%
38,426
+1,490
877
$1.64M ﹤0.01%
33,507
+426
878
$1.63M ﹤0.01%
18,543
-3,915
879
$1.62M ﹤0.01%
13,172
+313
880
$1.62M ﹤0.01%
13,687
+1,445
881
$1.62M ﹤0.01%
51,882
-1,781
882
$1.61M ﹤0.01%
23,031
-7,582
883
$1.6M ﹤0.01%
132,456
+31,772
884
$1.6M ﹤0.01%
32,073
-224
885
$1.6M ﹤0.01%
28,057
+488
886
$1.6M ﹤0.01%
21,367
-2,267
887
$1.59M ﹤0.01%
49,369
-5,091
888
$1.59M ﹤0.01%
11,372
-1,872
889
$1.58M ﹤0.01%
29,706
+4,627
890
$1.58M ﹤0.01%
33,048
-3,376
891
$1.58M ﹤0.01%
120,652
+14,363
892
$1.57M ﹤0.01%
57,609
+2,933
893
$1.56M ﹤0.01%
25,460
+281
894
$1.56M ﹤0.01%
9,784
-250
895
$1.56M ﹤0.01%
50,822
+50,679
896
$1.55M ﹤0.01%
36,554
+353
897
$1.55M ﹤0.01%
138,509
+6,173
898
$1.54M ﹤0.01%
17,810
+12,546
899
$1.53M ﹤0.01%
22,555
+6,838
900
$1.53M ﹤0.01%
16,871
+382
34 35
36
37 38