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
1351
$380K ﹤0.01%
4,021
-4,290
1352
$380K ﹤0.01%
12,316
+803
1353
$378K ﹤0.01%
4,941
-1,867
1354
$376K ﹤0.01%
6,420
-140
1355
$374K ﹤0.01%
3,193
+294
1356
$373K ﹤0.01%
5,471
-1,451
1357
$372K ﹤0.01%
6,735
+26
1358
$371K ﹤0.01%
7,457
-700
1359
$371K ﹤0.01%
3,199
-15,832
1360
$371K ﹤0.01%
6,917
-930
1361
$370K ﹤0.01%
2,858
+366
1362
$370K ﹤0.01%
15,075
+2,097
1363
$367K ﹤0.01%
2,965
+404
1364
$360K ﹤0.01%
7,829
+1,481
1365
$360K ﹤0.01%
10,227
+2,898
1366
$359K ﹤0.01%
30,774
-2,330
1367
$358K ﹤0.01%
2,999
+269
1368
$357K ﹤0.01%
3,058
1369
$356K ﹤0.01%
16,086
+1,099
1370
$354K ﹤0.01%
3,343
+81
1371
$353K ﹤0.01%
8,267
-854
1372
$351K ﹤0.01%
31,602
1373
$351K ﹤0.01%
32,446
-4,696
1374
$350K ﹤0.01%
11,306
-339
1375
$348K ﹤0.01%
7,800
+1,876
53 54
55
56 57