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
1276
$465K ﹤0.01%
7,604
-302
1277
$464K ﹤0.01%
16,786
1278
$463K ﹤0.01%
3,278
+866
1279
$461K ﹤0.01%
7,292
+540
1280
$460K ﹤0.01%
20,591
+6,557
1281
$460K ﹤0.01%
2,705
-236
1282
$459K ﹤0.01%
14,602
+508
1283
$459K ﹤0.01%
2,816
-1,900
1284
$459K ﹤0.01%
6,323
-63
1285
$459K ﹤0.01%
2,234
-70
1286
$457K ﹤0.01%
15,775
+7,265
1287
$457K ﹤0.01%
12,312
-40
1288
$456K ﹤0.01%
6,220
+142
1289
$456K ﹤0.01%
8,164
+1,483
1290
$453K ﹤0.01%
3,426
-193
1291
$451K ﹤0.01%
24,777
+1,575
1292
$450K ﹤0.01%
10,310
+33
1293
$450K ﹤0.01%
3,384
-1,590
1294
$449K ﹤0.01%
1,433
+438
1295
$449K ﹤0.01%
16,831
-794
1296
$448K ﹤0.01%
5,000
+55
1297
$448K ﹤0.01%
2,040
+144
1298
$447K ﹤0.01%
25,028
+22,869
1299
$447K ﹤0.01%
2,649
+24
1300
$446K ﹤0.01%
4,755
+2,035
50 51
52
53 54