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
1326
$417K ﹤0.01%
280
+17
1327
$416K ﹤0.01%
7,669
-707
1328
$415K ﹤0.01%
3,371
-6
1329
$413K ﹤0.01%
19,497
+1,992
1330
$411K ﹤0.01%
2,150
-24
1331
$409K ﹤0.01%
4,048
-382
1332
$409K ﹤0.01%
10,567
+5,742
1333
$409K ﹤0.01%
9,971
+7
1334
$409K ﹤0.01%
3,458
+247
1335
$405K ﹤0.01%
10,863
-257
1336
$405K ﹤0.01%
1,689
-32
1337
$400K ﹤0.01%
29,628
-6,654
1338
$400K ﹤0.01%
7,023
+1,927
1339
$399K ﹤0.01%
3,661
-82
1340
$396K ﹤0.01%
3,972
-523
1341
$395K ﹤0.01%
10,623
+605
1342
$395K ﹤0.01%
19,485
+2,527
1343
$394K ﹤0.01%
10,644
-544
1344
$393K ﹤0.01%
2,905
+59
1345
$393K ﹤0.01%
2,223
-844
1346
$391K ﹤0.01%
17,000
-1,600
1347
$387K ﹤0.01%
5,225
+557
1348
$383K ﹤0.01%
4,554
+1,349
1349
$383K ﹤0.01%
15,939
-1,073
1350
$380K ﹤0.01%
2,386
52 53
54
55 56