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
1151
$666K ﹤0.01%
15,109
+1,181
1152
$665K ﹤0.01%
159,908
-2,773
1153
$665K ﹤0.01%
11,527
+291
1154
$664K ﹤0.01%
3,734
+1,806
1155
$663K ﹤0.01%
49,139
-31,015
1156
$663K ﹤0.01%
16,849
+198
1157
$659K ﹤0.01%
13,224
-4,374
1158
$657K ﹤0.01%
24,165
+1,632
1159
$654K ﹤0.01%
23,660
-654
1160
$651K ﹤0.01%
8,716
+94
1161
$651K ﹤0.01%
44,990
-1,220
1162
$651K ﹤0.01%
38,999
+731
1163
$650K ﹤0.01%
33,478
+574
1164
$647K ﹤0.01%
56,053
+1,630
1165
$647K ﹤0.01%
11,335
-1,329
1166
$642K ﹤0.01%
1,951
+149
1167
$641K ﹤0.01%
10,480
+6,022
1168
$640K ﹤0.01%
3,095
+31
1169
$640K ﹤0.01%
6,867
+11
1170
$639K ﹤0.01%
13,863
+1,314
1171
$638K ﹤0.01%
24,294
-173
1172
$638K ﹤0.01%
5,404
+560
1173
$637K ﹤0.01%
8,469
-13,894
1174
$637K ﹤0.01%
31,246
+6,435
1175
$636K ﹤0.01%
8,150
+710
45 46
47
48 49