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
901
$1.53M ﹤0.01%
10,483
-2,075
902
$1.52M ﹤0.01%
5,563
+365
903
$1.52M ﹤0.01%
11,124
-689
904
$1.49M ﹤0.01%
5,532
+3,417
905
$1.49M ﹤0.01%
16,704
+394
906
$1.48M ﹤0.01%
18,934
-707
907
$1.48M ﹤0.01%
14,631
-6,452
908
$1.47M ﹤0.01%
174,332
-2,155
909
$1.47M ﹤0.01%
23,692
-1,812
910
$1.47M ﹤0.01%
3,620
+407
911
$1.47M ﹤0.01%
26,639
+58
912
$1.45M ﹤0.01%
41,516
+3,722
913
$1.45M ﹤0.01%
60,458
-2,132
914
$1.44M ﹤0.01%
52,339
-10,521
915
$1.43M ﹤0.01%
7,234
+849
916
$1.42M ﹤0.01%
11,932
+1,265
917
$1.42M ﹤0.01%
26,522
+842
918
$1.42M ﹤0.01%
15,833
+901
919
$1.41M ﹤0.01%
28,278
-57,947
920
$1.41M ﹤0.01%
41,739
+5,860
921
$1.4M ﹤0.01%
55,222
+2,667
922
$1.39M ﹤0.01%
13,342
-7,388
923
$1.39M ﹤0.01%
40,058
+18,147
924
$1.39M ﹤0.01%
2,888
+2,416
925
$1.38M ﹤0.01%
8,281
-95
35 36
37
38 39