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
1826
$102K ﹤0.01%
+5,075
1827
$102K ﹤0.01%
6,244
-1,977
1828
$101K ﹤0.01%
2,032
-110
1829
$101K ﹤0.01%
2,912
+2,445
1830
$101K ﹤0.01%
723
+15
1831
$100K ﹤0.01%
1,946
+93
1832
$99.9K ﹤0.01%
536
1833
$99.6K ﹤0.01%
2,120
+74
1834
$99.4K ﹤0.01%
6,668
+22
1835
$98.8K ﹤0.01%
1,866
+440
1836
$98.7K ﹤0.01%
12,923
+1,980
1837
$98.5K ﹤0.01%
7,733
1838
$97.5K ﹤0.01%
994
+740
1839
$97.4K ﹤0.01%
2,627
+97
1840
$97.2K ﹤0.01%
5,952
-15
1841
$96K ﹤0.01%
5,497
-2,813
1842
$95.9K ﹤0.01%
1,515
-4
1843
$95.8K ﹤0.01%
1,693
+1,658
1844
$95.3K ﹤0.01%
5,530
1845
$95.3K ﹤0.01%
1,879
+1,675
1846
$95.1K ﹤0.01%
2,182
1847
$95K ﹤0.01%
4,477
-7
1848
$95K ﹤0.01%
881
1849
$95K ﹤0.01%
1,450
1850
$94.4K ﹤0.01%
350
-101
72 73
74
75 76