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
1476
$258K ﹤0.01%
10,660
+8,515
1477
$256K ﹤0.01%
9,869
+597
1478
$256K ﹤0.01%
4,092
+2,992
1479
$256K ﹤0.01%
5,800
1480
$256K ﹤0.01%
4,682
-600
1481
$255K ﹤0.01%
3,637
-239
1482
$253K ﹤0.01%
71,370
1483
$253K ﹤0.01%
37,941
-3,672
1484
$253K ﹤0.01%
11,407
+346
1485
$252K ﹤0.01%
1,830
+1,080
1486
$252K ﹤0.01%
59,841
+1,196
1487
$252K ﹤0.01%
868
+427
1488
$251K ﹤0.01%
+9,560
1489
$251K ﹤0.01%
122,485
+8,106
1490
$251K ﹤0.01%
2,694
+662
1491
$250K ﹤0.01%
5,926
-12,696
1492
$250K ﹤0.01%
15,388
+148
1493
$250K ﹤0.01%
+10,045
1494
$249K ﹤0.01%
+13,408
1495
$249K ﹤0.01%
4,606
+211
1496
$248K ﹤0.01%
7,436
+277
1497
$248K ﹤0.01%
14,116
-33,225
1498
$247K ﹤0.01%
4,320
+411
1499
$246K ﹤0.01%
35,910
+34,800
1500
$246K ﹤0.01%
7,600
+1,230
58 59
60
61 62