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
1051
$926K ﹤0.01%
95,818
+6,102
1052
$926K ﹤0.01%
3,240
+134
1053
$925K ﹤0.01%
587
+4
1054
$922K ﹤0.01%
8,373
+1,203
1055
$919K ﹤0.01%
8,903
+433
1056
$912K ﹤0.01%
21,204
+1,674
1057
$910K ﹤0.01%
24,280
+22,602
1058
$908K ﹤0.01%
19,873
-533
1059
$903K ﹤0.01%
17,040
+2,488
1060
$892K ﹤0.01%
40,148
-1,220
1061
$891K ﹤0.01%
8,591
-103
1062
$889K ﹤0.01%
5,508
+138
1063
$883K ﹤0.01%
7,245
-793
1064
$878K ﹤0.01%
973
-24
1065
$878K ﹤0.01%
11,863
+588
1066
$877K ﹤0.01%
8,080
+881
1067
$876K ﹤0.01%
16,959
+2,195
1068
$875K ﹤0.01%
29,937
+575
1069
$875K ﹤0.01%
35,247
+14,749
1070
$874K ﹤0.01%
21,536
+1,559
1071
$870K ﹤0.01%
7,997
+369
1072
$869K ﹤0.01%
40,678
+7,390
1073
$869K ﹤0.01%
70,371
-1,282
1074
$868K ﹤0.01%
30,440
+6,882
1075
$864K ﹤0.01%
2,890
-999
41 42
43
44 45