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
951
$1.25M ﹤0.01%
6,508
+509
952
$1.25M ﹤0.01%
47,780
+2,510
953
$1.25M ﹤0.01%
16,979
+98
954
$1.25M ﹤0.01%
138,890
955
$1.24M ﹤0.01%
16,766
+760
956
$1.24M ﹤0.01%
5,952
-10
957
$1.24M ﹤0.01%
9,062
-574
958
$1.24M ﹤0.01%
22,854
-45,612
959
$1.23M ﹤0.01%
17,594
+2,948
960
$1.23M ﹤0.01%
8,168
+1,057
961
$1.23M ﹤0.01%
14,523
-5,850
962
$1.22M ﹤0.01%
6,954
+1,453
963
$1.2M ﹤0.01%
8,783
-272
964
$1.19M ﹤0.01%
44,638
-7,540
965
$1.19M ﹤0.01%
7,497
-511
966
$1.19M ﹤0.01%
20,037
+1,145
967
$1.18M ﹤0.01%
23,108
-4,365
968
$1.17M ﹤0.01%
13,923
-49
969
$1.17M ﹤0.01%
29,053
+1,271
970
$1.16M ﹤0.01%
15,426
-1,280
971
$1.16M ﹤0.01%
22,825
+1,000
972
$1.16M ﹤0.01%
49,758
+30,969
973
$1.15M ﹤0.01%
25,984
+5,512
974
$1.15M ﹤0.01%
5,657
+913
975
$1.14M ﹤0.01%
30,203
-923
37 38
39
40 41