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
1026
$986K ﹤0.01%
3,208
-266
1027
$985K ﹤0.01%
15,523
-722
1028
$984K ﹤0.01%
30,995
-4,500
1029
$983K ﹤0.01%
19,457
-6,096
1030
$982K ﹤0.01%
5,133
+1,208
1031
$969K ﹤0.01%
5,314
+711
1032
$967K ﹤0.01%
14,338
+1,113
1033
$966K ﹤0.01%
10,153
-32
1034
$965K ﹤0.01%
1,782
+339
1035
$964K ﹤0.01%
6,368
-3,711
1036
$960K ﹤0.01%
88,505
-5,686
1037
$954K ﹤0.01%
72,385
-348
1038
$950K ﹤0.01%
18,996
+4,721
1039
$947K ﹤0.01%
21,306
+984
1040
$944K ﹤0.01%
3,612
+556
1041
$944K ﹤0.01%
28,575
+133
1042
$943K ﹤0.01%
17,004
-281
1043
$942K ﹤0.01%
2,034
-5,757
1044
$937K ﹤0.01%
6,085
+236
1045
$937K ﹤0.01%
3,152
-12
1046
$937K ﹤0.01%
32,207
+160
1047
$936K ﹤0.01%
48,683
+23,356
1048
$934K ﹤0.01%
10,900
+4,534
1049
$930K ﹤0.01%
86,794
-540
1050
$927K ﹤0.01%
35,968
+421
40 41
42
43 44