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
1626
$170K ﹤0.01%
8,648
+643
1627
$170K ﹤0.01%
5,170
+97
1628
$170K ﹤0.01%
12,417
-320
1629
$170K ﹤0.01%
7,391
-271
1630
$169K ﹤0.01%
6,436
+3,909
1631
$169K ﹤0.01%
1,634
-2
1632
$168K ﹤0.01%
3,444
+664
1633
$168K ﹤0.01%
1,296
-119
1634
$168K ﹤0.01%
4,188
+333
1635
$167K ﹤0.01%
13,530
+2,993
1636
$166K ﹤0.01%
2,340
+992
1637
$166K ﹤0.01%
11,846
-4,237
1638
$166K ﹤0.01%
1,075
+22
1639
$165K ﹤0.01%
10,636
+1,100
1640
$165K ﹤0.01%
2,363
1641
$165K ﹤0.01%
2,844
+2,685
1642
$165K ﹤0.01%
2,990
-338
1643
$164K ﹤0.01%
2,007
+134
1644
$164K ﹤0.01%
4,927
+288
1645
$164K ﹤0.01%
2,063
+570
1646
$163K ﹤0.01%
1,868
+354
1647
$163K ﹤0.01%
3,545
1648
$162K ﹤0.01%
954
+316
1649
$162K ﹤0.01%
21,253
1650
$161K ﹤0.01%
2,578
+2,495
64 65
66
67 68