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
1601
$180K ﹤0.01%
16,850
-6,227
1602
$178K ﹤0.01%
3,137
-18
1603
$177K ﹤0.01%
14,898
-103
1604
$177K ﹤0.01%
3,275
+590
1605
$177K ﹤0.01%
6,242
1606
$176K ﹤0.01%
7,769
+5
1607
$176K ﹤0.01%
3,532
+251
1608
$176K ﹤0.01%
3,881
-2,014
1609
$176K ﹤0.01%
5,286
-925
1610
$176K ﹤0.01%
16,787
1611
$176K ﹤0.01%
11,936
-500
1612
$176K ﹤0.01%
2,143
+4
1613
$175K ﹤0.01%
2,215
+440
1614
$174K ﹤0.01%
3,706
-274
1615
$174K ﹤0.01%
3,117
-135
1616
$174K ﹤0.01%
1,946
-25
1617
$174K ﹤0.01%
18,382
-296
1618
$174K ﹤0.01%
15,000
1619
$173K ﹤0.01%
4,717
+680
1620
$172K ﹤0.01%
5,896
1621
$172K ﹤0.01%
13,356
+590
1622
$172K ﹤0.01%
4,981
+1,113
1623
$172K ﹤0.01%
10,058
+2,396
1624
$171K ﹤0.01%
9,982
-2,740
1625
$170K ﹤0.01%
14,243
+510
63 64
65
66 67