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
1401
$320K ﹤0.01%
4,580
1402
$319K ﹤0.01%
16,975
+755
1403
$319K ﹤0.01%
35,000
1404
$319K ﹤0.01%
2,198
-47
1405
$318K ﹤0.01%
539
-45
1406
$318K ﹤0.01%
3,326
+1,836
1407
$317K ﹤0.01%
3,191
+271
1408
$316K ﹤0.01%
2,960
+1,490
1409
$316K ﹤0.01%
2,031
+43
1410
$315K ﹤0.01%
4,307
+160
1411
$315K ﹤0.01%
2,727
+90
1412
$314K ﹤0.01%
2,898
-115
1413
$314K ﹤0.01%
5,449
+17
1414
$313K ﹤0.01%
585
+105
1415
$313K ﹤0.01%
820
+305
1416
$313K ﹤0.01%
2,287
+548
1417
$312K ﹤0.01%
9,442
-1,597
1418
$312K ﹤0.01%
31,429
-1,105
1419
$308K ﹤0.01%
7,771
-1,529
1420
$307K ﹤0.01%
6,178
+705
1421
$306K ﹤0.01%
13,029
+1,348
1422
$305K ﹤0.01%
15,845
+390
1423
$305K ﹤0.01%
6,108
+2,656
1424
$304K ﹤0.01%
1,618
-40,434
1425
$303K ﹤0.01%
1,996
+149
55 56
57
58 59