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
1501
$245K ﹤0.01%
24,218
+1
1502
$245K ﹤0.01%
1,956
+1
1503
$245K ﹤0.01%
7,297
-361
1504
$244K ﹤0.01%
13,633
1505
$243K ﹤0.01%
4,057
+2
1506
$243K ﹤0.01%
3,273
+577
1507
$242K ﹤0.01%
2,815
-41
1508
$241K ﹤0.01%
13,278
+5,766
1509
$240K ﹤0.01%
71,578
+26,142
1510
$237K ﹤0.01%
1,769
+169
1511
$237K ﹤0.01%
16,783
+648
1512
$236K ﹤0.01%
802
+188
1513
$235K ﹤0.01%
8,119
-226
1514
$234K ﹤0.01%
4,748
+2,356
1515
$233K ﹤0.01%
6,845
-2,857
1516
$233K ﹤0.01%
+6,913
1517
$233K ﹤0.01%
50,262
-497,790
1518
$232K ﹤0.01%
15,733
+4,739
1519
$231K ﹤0.01%
3,553
+1,033
1520
$230K ﹤0.01%
1,785
+253
1521
$230K ﹤0.01%
6,022
-84
1522
$227K ﹤0.01%
3,844
+466
1523
$226K ﹤0.01%
2,956
-198
1524
$226K ﹤0.01%
5,149
-945
1525
$226K ﹤0.01%
76,096
-3,439
59 60
61
62 63