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
1726
$130K ﹤0.01%
7,484
-327
1727
$130K ﹤0.01%
5,619
+2,166
1728
$130K ﹤0.01%
5,237
+3
1729
$130K ﹤0.01%
34,294
-4,967
1730
$130K ﹤0.01%
5,908
+129
1731
$129K ﹤0.01%
3,140
+438
1732
$129K ﹤0.01%
57,793
+588
1733
$129K ﹤0.01%
4,808
+4,502
1734
$129K ﹤0.01%
1,604
-1,051
1735
$129K ﹤0.01%
2,970
+85
1736
$128K ﹤0.01%
76
-10
1737
$127K ﹤0.01%
62,285
+27,725
1738
$127K ﹤0.01%
591
-4,401
1739
$127K ﹤0.01%
1,086
-17
1740
$126K ﹤0.01%
15,362
+94
1741
$126K ﹤0.01%
6,575
+1,197
1742
$126K ﹤0.01%
12,141
+11,000
1743
$125K ﹤0.01%
10,515
+122
1744
$125K ﹤0.01%
6,561
-71
1745
$125K ﹤0.01%
1,276
-233
1746
$125K ﹤0.01%
18,549
+820
1747
$124K ﹤0.01%
4,080
-8,554
1748
$124K ﹤0.01%
9,088
-2,012
1749
$124K ﹤0.01%
3,053
1750
$124K ﹤0.01%
2,966
+5
68 69
70
71 72