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
1751
$124K ﹤0.01%
2,710
-56
1752
$124K ﹤0.01%
3,830
+681
1753
$123K ﹤0.01%
4,027
-165
1754
$123K ﹤0.01%
3,107
+900
1755
$123K ﹤0.01%
961
+329
1756
$123K ﹤0.01%
2,727
+12
1757
$122K ﹤0.01%
16,489
1758
$122K ﹤0.01%
225
+2
1759
$122K ﹤0.01%
1,256
+279
1760
$121K ﹤0.01%
4,304
-47
1761
$120K ﹤0.01%
5,514
-234
1762
$120K ﹤0.01%
1,595
-20,136
1763
$120K ﹤0.01%
4,216
-4,225
1764
$119K ﹤0.01%
756
+456
1765
$119K ﹤0.01%
2,051
+73
1766
$119K ﹤0.01%
14,265
+2,180
1767
$119K ﹤0.01%
+2,377
1768
$119K ﹤0.01%
879
+56
1769
$118K ﹤0.01%
7,712
-696
1770
$118K ﹤0.01%
1,545
+9
1771
$117K ﹤0.01%
684
+199
1772
$117K ﹤0.01%
2,408
-1,999
1773
$117K ﹤0.01%
+3,830
1774
$117K ﹤0.01%
2,277
-15
1775
$117K ﹤0.01%
2,698
+858
69 70
71
72 73