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
1101
$785K ﹤0.01%
16,945
+2,461
1102
$783K ﹤0.01%
24,318
+1,372
1103
$782K ﹤0.01%
+37,466
1104
$779K ﹤0.01%
27,211
+1,081
1105
$778K ﹤0.01%
+15,627
1106
$774K ﹤0.01%
6,010
+56
1107
$773K ﹤0.01%
6,007
+205
1108
$767K ﹤0.01%
10,533
+325
1109
$766K ﹤0.01%
13,506
+1,846
1110
$761K ﹤0.01%
6,445
+80
1111
$759K ﹤0.01%
76,015
+885
1112
$757K ﹤0.01%
21,354
-1,650
1113
$757K ﹤0.01%
17,346
+1,007
1114
$757K ﹤0.01%
2,071
-74
1115
$754K ﹤0.01%
12,664
+149
1116
$751K ﹤0.01%
9,589
-8,666
1117
$745K ﹤0.01%
34,882
+2,812
1118
$742K ﹤0.01%
7,798
-322
1119
$739K ﹤0.01%
1,906
+234
1120
$739K ﹤0.01%
5,006
+69
1121
$730K ﹤0.01%
5,853
+104
1122
$730K ﹤0.01%
3,261
+286
1123
$729K ﹤0.01%
20,234
-5,358
1124
$729K ﹤0.01%
3,019
+161
1125
$729K ﹤0.01%
11,583
+8,573
43 44
45
46 47