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
1176
$631K ﹤0.01%
8,423
-2,475
1177
$631K ﹤0.01%
2,559
+274
1178
$629K ﹤0.01%
5,265
+400
1179
$626K ﹤0.01%
13,843
+2,152
1180
$625K ﹤0.01%
7,817
-459
1181
$623K ﹤0.01%
53,096
-4,660
1182
$623K ﹤0.01%
12,801
-619
1183
$623K ﹤0.01%
129,200
+378
1184
$622K ﹤0.01%
60,258
-2,312
1185
$611K ﹤0.01%
38,325
+17,670
1186
$611K ﹤0.01%
11,558
+5,267
1187
$608K ﹤0.01%
10,621
+1,224
1188
$608K ﹤0.01%
1,177
-95
1189
$604K ﹤0.01%
8,494
+4,540
1190
$604K ﹤0.01%
9,060
-332
1191
$602K ﹤0.01%
8,183
1192
$601K ﹤0.01%
10,401
+709
1193
$601K ﹤0.01%
7,637
+1,279
1194
$600K ﹤0.01%
16,266
-6,064
1195
$600K ﹤0.01%
5,906
+156
1196
$599K ﹤0.01%
14,315
-517
1197
$595K ﹤0.01%
4,081
-1,351
1198
$592K ﹤0.01%
13,044
-487
1199
$591K ﹤0.01%
20,481
-7,038
1200
$590K ﹤0.01%
17,449
+1,150
46 47
48
49 50