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
2501
$14.4K ﹤0.01%
124
+104
2502
$14.3K ﹤0.01%
195
-320
2503
$14.3K ﹤0.01%
431
+27
2504
$14.2K ﹤0.01%
+173
2505
$14.2K ﹤0.01%
3,071
+529
2506
$14.1K ﹤0.01%
292
+7
2507
$14.1K ﹤0.01%
1,914
-1,450
2508
$14.1K ﹤0.01%
429
+243
2509
$14.1K ﹤0.01%
+2,500
2510
$14K ﹤0.01%
2,295
-575
2511
$14K ﹤0.01%
+655
2512
$13.9K ﹤0.01%
625
2513
$13.9K ﹤0.01%
686
+263
2514
$13.9K ﹤0.01%
2,000
+1,000
2515
$13.8K ﹤0.01%
7,844
2516
$13.6K ﹤0.01%
110
+42
2517
$13.5K ﹤0.01%
695
+53
2518
$13.5K ﹤0.01%
150
-450
2519
$13.5K ﹤0.01%
10,000
2520
$13.4K ﹤0.01%
285
-79
2521
$13.4K ﹤0.01%
129
+81
2522
$13.3K ﹤0.01%
123
+115
2523
$13.2K ﹤0.01%
4,216
+1,654
2524
$13.2K ﹤0.01%
524
+447
2525
$13.1K ﹤0.01%
+589
99 100
101
102 103