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
1126
$727K ﹤0.01%
10,126
+816
1127
$725K ﹤0.01%
1,614
-180
1128
$723K ﹤0.01%
63,850
-3,617
1129
$723K ﹤0.01%
14,902
1130
$721K ﹤0.01%
15,386
-234,491
1131
$719K ﹤0.01%
16,888
+1,889
1132
$716K ﹤0.01%
10,169
+2,677
1133
$712K ﹤0.01%
5,111
+332
1134
$711K ﹤0.01%
14,155
-343
1135
$709K ﹤0.01%
73,189
+623
1136
$705K ﹤0.01%
28,906
+4,606
1137
$703K ﹤0.01%
22,581
+741
1138
$698K ﹤0.01%
24,656
+14,334
1139
$696K ﹤0.01%
5,258
-11,060
1140
$692K ﹤0.01%
48,719
-1,174
1141
$685K ﹤0.01%
9,665
-633
1142
$685K ﹤0.01%
4,616
-140
1143
$684K ﹤0.01%
42,063
+5,365
1144
$683K ﹤0.01%
17,382
-6,943
1145
$680K ﹤0.01%
3,303
+318
1146
$678K ﹤0.01%
17,792
-1,610
1147
$677K ﹤0.01%
11,917
-769
1148
$676K ﹤0.01%
825
+45
1149
$673K ﹤0.01%
26,492
-1,986
1150
$666K ﹤0.01%
7,878
-5,765
44 45
46
47 48