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
1201
$589K ﹤0.01%
25,483
+22,050
1202
$588K ﹤0.01%
7,682
-82
1203
$586K ﹤0.01%
12,434
-241
1204
$584K ﹤0.01%
9,099
+2,352
1205
$582K ﹤0.01%
10,898
+5,193
1206
$581K ﹤0.01%
12,221
+952
1207
$581K ﹤0.01%
2,200
1208
$577K ﹤0.01%
12,188
-3,969
1209
$577K ﹤0.01%
25,680
1210
$576K ﹤0.01%
9,801
-1,301
1211
$576K ﹤0.01%
10,200
+1,475
1212
$568K ﹤0.01%
+10,746
1213
$568K ﹤0.01%
13,890
-20
1214
$567K ﹤0.01%
9,350
+6,280
1215
$565K ﹤0.01%
32,881
-54,871
1216
$561K ﹤0.01%
6,826
+2,266
1217
$561K ﹤0.01%
7,164
+1,822
1218
$560K ﹤0.01%
5,135
-523
1219
$557K ﹤0.01%
22,596
+31
1220
$555K ﹤0.01%
101,618
-7,000
1221
$554K ﹤0.01%
73
-7
1222
$553K ﹤0.01%
7,798
-83
1223
$552K ﹤0.01%
8,292
-2,331
1224
$552K ﹤0.01%
1,813
-137
1225
$549K ﹤0.01%
2,230
-44
47 48
49
50 51