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
976
$1.14M ﹤0.01%
243,818
977
$1.14M ﹤0.01%
62,687
+7,564
978
$1.13M ﹤0.01%
51,940
+10,537
979
$1.13M ﹤0.01%
36,600
+11,158
980
$1.13M ﹤0.01%
5,063
+970
981
$1.13M ﹤0.01%
21,200
+246
982
$1.13M ﹤0.01%
20,612
+247
983
$1.12M ﹤0.01%
15,124
-41,982
984
$1.12M ﹤0.01%
7,408
+242
985
$1.12M ﹤0.01%
26,724
+2,275
986
$1.11M ﹤0.01%
21,207
+1,158
987
$1.11M ﹤0.01%
29,077
+2,386
988
$1.11M ﹤0.01%
106,359
-10,544
989
$1.1M ﹤0.01%
53,847
990
$1.1M ﹤0.01%
27,060
+7,256
991
$1.09M ﹤0.01%
13,170
-371
992
$1.08M ﹤0.01%
87,049
-4,302
993
$1.08M ﹤0.01%
15,467
-714
994
$1.07M ﹤0.01%
38,350
-18,457
995
$1.07M ﹤0.01%
25,736
-44
996
$1.06M ﹤0.01%
9,702
+146
997
$1.06M ﹤0.01%
96,948
998
$1.06M ﹤0.01%
+4,000
999
$1.06M ﹤0.01%
42,249
+297
1000
$1.06M ﹤0.01%
7,290
-1,673
38 39
40
41 42