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
1551
$207K ﹤0.01%
15,589
+2,600
1552
$206K ﹤0.01%
860
+188
1553
$206K ﹤0.01%
1,382
-7
1554
$206K ﹤0.01%
4,884
+3,127
1555
$206K ﹤0.01%
6,629
+152
1556
$205K ﹤0.01%
5,725
-117
1557
$205K ﹤0.01%
6,954
-362
1558
$204K ﹤0.01%
3,189
+1,456
1559
$203K ﹤0.01%
1,903
+13
1560
$203K ﹤0.01%
811
+326
1561
$203K ﹤0.01%
2,609
+178
1562
$202K ﹤0.01%
3,993
+77
1563
$202K ﹤0.01%
1,000
+95
1564
$202K ﹤0.01%
1,962
+1,348
1565
$201K ﹤0.01%
1,511
1566
$201K ﹤0.01%
1,845
+395
1567
$200K ﹤0.01%
1,520
-464
1568
$199K ﹤0.01%
4,411
+1,886
1569
$199K ﹤0.01%
8,871
1570
$198K ﹤0.01%
19,315
-167
1571
$197K ﹤0.01%
4,417
-417
1572
$197K ﹤0.01%
3,132
+2,600
1573
$196K ﹤0.01%
5,829
+143
1574
$196K ﹤0.01%
2,224
+800
1575
$196K ﹤0.01%
10,645
+4,824
61 62
63
64 65