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
1801
$110K ﹤0.01%
4,046
-59
1802
$109K ﹤0.01%
5,009
+95
1803
$109K ﹤0.01%
4,366
-135
1804
$109K ﹤0.01%
3,181
+1,386
1805
$109K ﹤0.01%
6,094
+856
1806
$109K ﹤0.01%
2,947
+361
1807
$107K ﹤0.01%
2,385
-56
1808
$107K ﹤0.01%
1,639
-317
1809
$107K ﹤0.01%
5,151
-38
1810
$106K ﹤0.01%
10,986
+4,735
1811
$106K ﹤0.01%
6,618
-6,423
1812
$106K ﹤0.01%
4,420
1813
$105K ﹤0.01%
500
-56
1814
$105K ﹤0.01%
17,064
-2
1815
$104K ﹤0.01%
+4,000
1816
$104K ﹤0.01%
757
+50
1817
$104K ﹤0.01%
1,403
-1,361
1818
$104K ﹤0.01%
3,176
-2,745
1819
$104K ﹤0.01%
3,629
-1,652
1820
$103K ﹤0.01%
6,432
+1,647
1821
$103K ﹤0.01%
1,549
+16
1822
$103K ﹤0.01%
4,549
-32
1823
$102K ﹤0.01%
484
+80
1824
$102K ﹤0.01%
12,706
-32
1825
$102K ﹤0.01%
1,306
+555
71 72
73
74 75