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
1426
$301K ﹤0.01%
2,120
+870
1427
$300K ﹤0.01%
6,238
-1,477
1428
$300K ﹤0.01%
15,956
+82
1429
$300K ﹤0.01%
9,431
-1,572
1430
$299K ﹤0.01%
11,179
-146
1431
$298K ﹤0.01%
14,947
1432
$298K ﹤0.01%
1,239
+1
1433
$296K ﹤0.01%
4,904
+47
1434
$295K ﹤0.01%
14,476
+33
1435
$294K ﹤0.01%
4,638
-143
1436
$293K ﹤0.01%
8,991
-44
1437
$293K ﹤0.01%
57,847
1438
$292K ﹤0.01%
44,776
+1,140
1439
$292K ﹤0.01%
6,525
+1,090
1440
$291K ﹤0.01%
1,545
+797
1441
$291K ﹤0.01%
6,582
-599
1442
$291K ﹤0.01%
2,970
-103
1443
$290K ﹤0.01%
1,672
-39
1444
$290K ﹤0.01%
106,165
+21,709
1445
$290K ﹤0.01%
14,684
+296
1446
$289K ﹤0.01%
937
+41
1447
$289K ﹤0.01%
7,637
+137
1448
$288K ﹤0.01%
4,976
+393
1449
$288K ﹤0.01%
16,937
+7,520
1450
$286K ﹤0.01%
23,869
56 57
58
59 60