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
176
$51.3M 0.05%
823,352
+53,036
177
$50.9M 0.05%
301,559
+26,147
178
$50.7M 0.05%
459,136
-605
179
$50.7M 0.05%
64,382
+265
180
$50.6M 0.05%
442,351
-7,829
181
$50.5M 0.05%
290,659
+50,190
182
$50.2M 0.05%
195,048
+199
183
$50M 0.05%
1,585,883
-55,491
184
$49.4M 0.05%
1,858,079
+7,575
185
$49.3M 0.05%
249,279
+7,349
186
$49.2M 0.05%
230,344
+7,603
187
$49.2M 0.05%
1,012,746
-39,417
188
$49.1M 0.05%
637,264
-26,769
189
$48.9M 0.05%
601,955
+21,447
190
$48.9M 0.05%
721,817
+23,442
191
$48.5M 0.05%
761,998
-535
192
$48.4M 0.05%
399,998
-28,726
193
$48.2M 0.05%
278,016
+57,902
194
$47.7M 0.05%
206,007
-989
195
$46.9M 0.05%
1,327,995
+12,356
196
$46.9M 0.05%
767,954
+371,972
197
$46.8M 0.05%
45,740
-56
198
$46.4M 0.05%
185,569
-1,567
199
$46.2M 0.05%
337,777
-7,311
200
$46.1M 0.05%
949,589
-201,146
6 7
8
9 10