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
1676
$146K ﹤0.01%
10,648
-159,874
1677
$145K ﹤0.01%
11,880
+140
1678
$145K ﹤0.01%
596
+250
1679
$144K ﹤0.01%
+13,780
1680
$144K ﹤0.01%
4,769
+64
1681
$144K ﹤0.01%
2,605
1682
$144K ﹤0.01%
7,200
-350
1683
$144K ﹤0.01%
10,706
+302
1684
$143K ﹤0.01%
+18,876
1685
$142K ﹤0.01%
5,300
1686
$142K ﹤0.01%
467
-48
1687
$142K ﹤0.01%
8,444
+2,579
1688
$141K ﹤0.01%
6,558
+290
1689
$141K ﹤0.01%
3,025
+126
1690
$141K ﹤0.01%
8,477
-42
1691
$140K ﹤0.01%
2,237
+1,657
1692
$140K ﹤0.01%
6,222
-509
1693
$140K ﹤0.01%
190
-299
1694
$139K ﹤0.01%
3,434
1695
$139K ﹤0.01%
6,339
1696
$139K ﹤0.01%
4,195
1697
$138K ﹤0.01%
8,832
1698
$138K ﹤0.01%
2,706
-588
1699
$138K ﹤0.01%
13,350
+8,024
1700
$138K ﹤0.01%
2,862
-498
66 67
68
69 70