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
151
$59.6M 0.06%
1,610,146
+198,255
152
$59.6M 0.06%
463,739
+22,291
153
$59.3M 0.06%
1,136,172
-3,721
154
$59.3M 0.06%
324,958
-3,029
155
$59.3M 0.06%
514,961
+33,192
156
$58.8M 0.06%
585,759
-3,783
157
$58.6M 0.06%
902,758
+6,586
158
$58.6M 0.06%
1,093,235
+58,262
159
$57.9M 0.06%
351,001
-359
160
$57.1M 0.06%
128,028
-4,742
161
$57M 0.06%
390,025
+4,046
162
$57M 0.06%
1,130,986
+94,579
163
$56.9M 0.06%
555,809
+1,454
164
$56.6M 0.06%
1,613,165
-11,449
165
$56.6M 0.06%
2,374,173
+2,375
166
$55.7M 0.06%
469,054
+3,451
167
$55.6M 0.05%
971,539
-60,028
168
$55.6M 0.05%
177,913
+3,537
169
$55.3M 0.05%
720,813
+11,766
170
$54.9M 0.05%
1,447,886
+52,303
171
$53.9M 0.05%
1,774,738
+202,858
172
$53.5M 0.05%
64,886
-141
173
$52.2M 0.05%
490,560
+4,330
174
$52.2M 0.05%
568,447
-944,115
175
$51.6M 0.05%
283,305
-6,781
5 6
7
8 9