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
1526
$225K ﹤0.01%
7,292
-156
1527
$223K ﹤0.01%
1,540
+1
1528
$223K ﹤0.01%
10,627
+1,982
1529
$222K ﹤0.01%
11,168
1530
$221K ﹤0.01%
5,387
-194
1531
$220K ﹤0.01%
1,187
-19,349
1532
$219K ﹤0.01%
10,042
+2,047
1533
$217K ﹤0.01%
6,232
+597
1534
$217K ﹤0.01%
4,239
-937
1535
$217K ﹤0.01%
5,812
+162
1536
$216K ﹤0.01%
2,225
1537
$216K ﹤0.01%
4,707
-334
1538
$215K ﹤0.01%
11,490
+7
1539
$214K ﹤0.01%
18,979
+16,370
1540
$214K ﹤0.01%
8,699
-87
1541
$212K ﹤0.01%
5,273
-401
1542
$212K ﹤0.01%
2,673
+308
1543
$212K ﹤0.01%
+7,872
1544
$211K ﹤0.01%
5,791
+422
1545
$211K ﹤0.01%
4,022
-735
1546
$210K ﹤0.01%
1,528
-230
1547
$210K ﹤0.01%
7,407
-839
1548
$209K ﹤0.01%
6,366
-207
1549
$208K ﹤0.01%
6,287
+1,554
1550
$207K ﹤0.01%
9,422
-60
60 61
62
63 64