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
2476
$15.4K ﹤0.01%
1,064
2477
$15.4K ﹤0.01%
4,515
2478
$15.3K ﹤0.01%
340
2479
$15.3K ﹤0.01%
300
2480
$15.2K ﹤0.01%
142
+94
2481
$15.2K ﹤0.01%
133
-12
2482
$15.1K ﹤0.01%
1,880
2483
$15K ﹤0.01%
159
+20
2484
$15K ﹤0.01%
200
2485
$15K ﹤0.01%
4,000
-500
2486
$15K ﹤0.01%
329
+162
2487
$14.8K ﹤0.01%
2,000
2488
$14.8K ﹤0.01%
500
+368
2489
$14.7K ﹤0.01%
94
+50
2490
$14.7K ﹤0.01%
167
+47
2491
$14.7K ﹤0.01%
2,322
2492
$14.7K ﹤0.01%
1,631
2493
$14.6K ﹤0.01%
661
-34
2494
$14.6K ﹤0.01%
+506
2495
$14.6K ﹤0.01%
732
2496
$14.6K ﹤0.01%
+1,500
2497
$14.5K ﹤0.01%
+1,900
2498
$14.5K ﹤0.01%
174
2499
$14.5K ﹤0.01%
210
-40
2500
$14.5K ﹤0.01%
554
+29
98 99
100
101 102