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
1451
$285K ﹤0.01%
5,905
-598
1452
$285K ﹤0.01%
5,788
+2,552
1453
$284K ﹤0.01%
5,878
+884
1454
$283K ﹤0.01%
735
+55
1455
$283K ﹤0.01%
7,415
-549
1456
$282K ﹤0.01%
7,560
+4,340
1457
$282K ﹤0.01%
12,778
+4,656
1458
$279K ﹤0.01%
19,914
-628
1459
$275K ﹤0.01%
11,828
+9,682
1460
$275K ﹤0.01%
5,396
+164
1461
$274K ﹤0.01%
1,027
+148
1462
$274K ﹤0.01%
23,030
+1,050
1463
$272K ﹤0.01%
98,282
+17,864
1464
$271K ﹤0.01%
25,113
-4,150
1465
$271K ﹤0.01%
3,650
-383
1466
$271K ﹤0.01%
1,197
+234
1467
$270K ﹤0.01%
8,318
-67
1468
$268K ﹤0.01%
6,730
+3,323
1469
$267K ﹤0.01%
13,523
-26,379
1470
$267K ﹤0.01%
7,855
-3,252
1471
$266K ﹤0.01%
3,765
-674
1472
$265K ﹤0.01%
4,814
+168
1473
$261K ﹤0.01%
12,502
-4,827
1474
$259K ﹤0.01%
680
-108
1475
$258K ﹤0.01%
18,383
+446
57 58
59
60 61