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
1701
$137K ﹤0.01%
1,917
+205
1702
$137K ﹤0.01%
1,381
-966
1703
$137K ﹤0.01%
6,506
+37
1704
$137K ﹤0.01%
6,871
-650
1705
$137K ﹤0.01%
1,980
1706
$136K ﹤0.01%
3,131
-19
1707
$136K ﹤0.01%
2,552
+206
1708
$136K ﹤0.01%
10,456
+7,107
1709
$136K ﹤0.01%
5,000
-30
1710
$135K ﹤0.01%
18,110
-3,450
1711
$135K ﹤0.01%
371
+81
1712
$135K ﹤0.01%
2,741
+990
1713
$135K ﹤0.01%
1,536
1714
$134K ﹤0.01%
2,084
+1,695
1715
$134K ﹤0.01%
+4,024
1716
$134K ﹤0.01%
5,879
+2,169
1717
$133K ﹤0.01%
2,054
+1,397
1718
$132K ﹤0.01%
1,705
1719
$132K ﹤0.01%
11,096
-900
1720
$132K ﹤0.01%
3,124
+3,101
1721
$132K ﹤0.01%
1,500
+828
1722
$131K ﹤0.01%
27,334
+5,332
1723
$131K ﹤0.01%
6,721
+290
1724
$131K ﹤0.01%
4,972
+2,465
1725
$131K ﹤0.01%
2,780
-71
67 68
69
70 71