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
1576
$195K ﹤0.01%
6,789
1577
$195K ﹤0.01%
5,000
1578
$195K ﹤0.01%
4,720
1579
$192K ﹤0.01%
3,336
+267
1580
$190K ﹤0.01%
1,894
1581
$188K ﹤0.01%
4,108
+2,103
1582
$188K ﹤0.01%
6,128
+1,680
1583
$187K ﹤0.01%
2,498
-749
1584
$187K ﹤0.01%
4,888
+2,470
1585
$186K ﹤0.01%
5,829
+5,799
1586
$186K ﹤0.01%
678
+656
1587
$186K ﹤0.01%
1,748
+1,052
1588
$184K ﹤0.01%
2,840
+100
1589
$184K ﹤0.01%
2,268
+326
1590
$184K ﹤0.01%
1,575
+5
1591
$183K ﹤0.01%
2,059
+321
1592
$183K ﹤0.01%
578
-200
1593
$182K ﹤0.01%
5,159
1594
$182K ﹤0.01%
2,756
+461
1595
$182K ﹤0.01%
4,278
-625
1596
$182K ﹤0.01%
1,671
-35
1597
$181K ﹤0.01%
+3,738
1598
$181K ﹤0.01%
6,494
-243
1599
$181K ﹤0.01%
2,478
+2,054
1600
$181K ﹤0.01%
1,569
+290
62 63
64
65 66