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
1376
$346K ﹤0.01%
+9,853
1377
$346K ﹤0.01%
8,122
+4,915
1378
$345K ﹤0.01%
1,918
-284
1379
$344K ﹤0.01%
+16,076
1380
$343K ﹤0.01%
19,300
1381
$339K ﹤0.01%
6,158
-3,719
1382
$338K ﹤0.01%
32,920
-20,138
1383
$337K ﹤0.01%
6,765
+295
1384
$336K ﹤0.01%
8,717
-1,070
1385
$334K ﹤0.01%
3,788
-1,801
1386
$334K ﹤0.01%
2,408
-9
1387
$333K ﹤0.01%
16,978
+259
1388
$332K ﹤0.01%
3,473
-1,057
1389
$332K ﹤0.01%
11,588
+5,990
1390
$331K ﹤0.01%
40,471
+6,746
1391
$330K ﹤0.01%
8,168
-425
1392
$326K ﹤0.01%
741
+2
1393
$326K ﹤0.01%
28,681
+12,822
1394
$325K ﹤0.01%
6,365
-105
1395
$325K ﹤0.01%
51,022
-2,005
1396
$324K ﹤0.01%
1,616
+76
1397
$324K ﹤0.01%
39,178
+3,776
1398
$324K ﹤0.01%
+15,850
1399
$322K ﹤0.01%
5,974
+1,281
1400
$321K ﹤0.01%
1,225
-65
54 55
56
57 58