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
1076
$861K ﹤0.01%
7,032
+780
1077
$857K ﹤0.01%
29,025
+3,762
1078
$857K ﹤0.01%
10,220
+641
1079
$856K ﹤0.01%
39,852
+6,880
1080
$854K ﹤0.01%
9,480
+876
1081
$852K ﹤0.01%
11,495
-2,442
1082
$835K ﹤0.01%
6,262
+3,644
1083
$834K ﹤0.01%
9,468
+502
1084
$832K ﹤0.01%
8,975
-16,168
1085
$827K ﹤0.01%
42,041
+1,735
1086
$821K ﹤0.01%
17,576
-45
1087
$817K ﹤0.01%
6,056
-72
1088
$814K ﹤0.01%
35,524
+27,637
1089
$812K ﹤0.01%
16,547
-2,240
1090
$811K ﹤0.01%
7,308
-353
1091
$809K ﹤0.01%
10,275
+919
1092
$806K ﹤0.01%
55,637
+7,783
1093
$805K ﹤0.01%
21,427
+1,368
1094
$804K ﹤0.01%
14,825
+525
1095
$802K ﹤0.01%
20,527
+422
1096
$801K ﹤0.01%
17,201
+928
1097
$791K ﹤0.01%
37,196
+23,993
1098
$791K ﹤0.01%
7,267
-402
1099
$789K ﹤0.01%
28,306
-3,170
1100
$787K ﹤0.01%
21,464
+5,539
42 43
44
45 46