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
1301
$445K ﹤0.01%
31,774
1302
$443K ﹤0.01%
18,620
+1,216
1303
$442K ﹤0.01%
12,610
-4,500
1304
$441K ﹤0.01%
4,049
-633
1305
$439K ﹤0.01%
6,000
1306
$438K ﹤0.01%
28,366
-3,438
1307
$436K ﹤0.01%
58,433
-2,693
1308
$435K ﹤0.01%
2,394
-5,249
1309
$433K ﹤0.01%
5,405
+49
1310
$432K ﹤0.01%
4,143
-2,808
1311
$432K ﹤0.01%
18,611
+2,847
1312
$432K ﹤0.01%
71,900
+3,650
1313
$432K ﹤0.01%
39,820
-527
1314
$428K ﹤0.01%
20,400
-3,930
1315
$427K ﹤0.01%
24,751
+1,334
1316
$427K ﹤0.01%
+4,527
1317
$426K ﹤0.01%
27,700
-6,850
1318
$426K ﹤0.01%
23,685
-124
1319
$425K ﹤0.01%
5,170
-872
1320
$425K ﹤0.01%
3,943
-8
1321
$423K ﹤0.01%
7,530
-119
1322
$423K ﹤0.01%
6,519
+25
1323
$422K ﹤0.01%
4,181
+34
1324
$419K ﹤0.01%
41,894
1325
$418K ﹤0.01%
7,629
-72
51 52
53
54 55