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
1251
$494K ﹤0.01%
31,309
-8,197
1252
$492K ﹤0.01%
979
+349
1253
$490K ﹤0.01%
9,605
+5,808
1254
$483K ﹤0.01%
1,993
+795
1255
$483K ﹤0.01%
6,325
+440
1256
$483K ﹤0.01%
18,435
+8,133
1257
$482K ﹤0.01%
19,944
-3,781
1258
$482K ﹤0.01%
10,520
+606
1259
$480K ﹤0.01%
16,810
+440
1260
$480K ﹤0.01%
75,513
-3,558
1261
$478K ﹤0.01%
20,863
1262
$478K ﹤0.01%
16,423
+13,361
1263
$478K ﹤0.01%
9,349
+4,951
1264
$476K ﹤0.01%
6,400
+6,135
1265
$474K ﹤0.01%
8,058
+3,590
1266
$473K ﹤0.01%
10,947
-205
1267
$472K ﹤0.01%
28,435
+638
1268
$469K ﹤0.01%
7,088
+160
1269
$468K ﹤0.01%
4,463
+2,781
1270
$468K ﹤0.01%
6,107
+2,140
1271
$467K ﹤0.01%
2,559
-1,205
1272
$467K ﹤0.01%
9,899
+346
1273
$466K ﹤0.01%
5,327
+1,327
1274
$466K ﹤0.01%
10,248
+3,080
1275
$465K ﹤0.01%
4,795
49 50
51
52 53