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
1651
$161K ﹤0.01%
2,928
+397
1652
$160K ﹤0.01%
3,417
+512
1653
$159K ﹤0.01%
812
-178
1654
$159K ﹤0.01%
1,290
+52
1655
$159K ﹤0.01%
4,089
-1,103
1656
$158K ﹤0.01%
+8,363
1657
$157K ﹤0.01%
3,506
1658
$157K ﹤0.01%
3,315
+372
1659
$157K ﹤0.01%
3,840
-160
1660
$156K ﹤0.01%
1,318
+204
1661
$155K ﹤0.01%
27,780
+153
1662
$155K ﹤0.01%
22,398
1663
$155K ﹤0.01%
3,099
+194
1664
$153K ﹤0.01%
1,183
+9
1665
$151K ﹤0.01%
8,254
+2,507
1666
$151K ﹤0.01%
1,967
1667
$151K ﹤0.01%
2,790
-400
1668
$149K ﹤0.01%
3,204
-20
1669
$149K ﹤0.01%
2,240
+16
1670
$147K ﹤0.01%
3,095
-1,328
1671
$147K ﹤0.01%
4,816
+1,404
1672
$147K ﹤0.01%
11,946
+617
1673
$147K ﹤0.01%
2,567
+289
1674
$146K ﹤0.01%
2,340
+22
1675
$146K ﹤0.01%
2,011
+113
65 66
67
68 69