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
926
$1.37M ﹤0.01%
25,654
+552
927
$1.37M ﹤0.01%
9,460
-286
928
$1.37M ﹤0.01%
35,916
+1,902
929
$1.37M ﹤0.01%
7,950
-520
930
$1.36M ﹤0.01%
8,216
+254
931
$1.36M ﹤0.01%
20,848
+1,376
932
$1.36M ﹤0.01%
24,147
+3,250
933
$1.35M ﹤0.01%
13,851
-928
934
$1.35M ﹤0.01%
17,852
-1,491
935
$1.33M ﹤0.01%
24,025
+4,139
936
$1.33M ﹤0.01%
26,808
-512
937
$1.33M ﹤0.01%
104,477
+38,377
938
$1.33M ﹤0.01%
6,637
+691
939
$1.32M ﹤0.01%
26,240
+16,202
940
$1.32M ﹤0.01%
16,277
-50,203
941
$1.32M ﹤0.01%
13,461
-753
942
$1.31M ﹤0.01%
27,216
+4,190
943
$1.3M ﹤0.01%
211,111
-9,226
944
$1.29M ﹤0.01%
13,093
+7,534
945
$1.29M ﹤0.01%
173,326
+677
946
$1.28M ﹤0.01%
41,219
-1,345
947
$1.28M ﹤0.01%
7,245
-190
948
$1.27M ﹤0.01%
33,081
+5,573
949
$1.26M ﹤0.01%
25,912
+20,845
950
$1.25M ﹤0.01%
21,321
-111
36 37
38
39 40