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
1226
$539K ﹤0.01%
7,443
-1,339
1227
$536K ﹤0.01%
12,791
-761
1228
$536K ﹤0.01%
2,700
1229
$534K ﹤0.01%
11,213
+67
1230
$529K ﹤0.01%
3,188
+264
1231
$528K ﹤0.01%
10,322
-58
1232
$527K ﹤0.01%
13,782
-273
1233
$527K ﹤0.01%
3,825
+296
1234
$527K ﹤0.01%
23,576
+9,922
1235
$527K ﹤0.01%
5,628
+35
1236
$520K ﹤0.01%
9,138
-2,529
1237
$520K ﹤0.01%
6,168
-1,532
1238
$519K ﹤0.01%
18,023
-594
1239
$519K ﹤0.01%
12,118
+884
1240
$518K ﹤0.01%
31,215
+203
1241
$516K ﹤0.01%
18,223
-768
1242
$512K ﹤0.01%
2,792
+51
1243
$511K ﹤0.01%
15,219
1244
$511K ﹤0.01%
45,728
+1,940
1245
$511K ﹤0.01%
10,952
-3,119
1246
$510K ﹤0.01%
10,824
+236
1247
$503K ﹤0.01%
13,360
-423
1248
$503K ﹤0.01%
8,105
+217
1249
$500K ﹤0.01%
10,552
+821
1250
$498K ﹤0.01%
4,344
-328
48 49
50
51 52