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
2526
$13.1K ﹤0.01%
2,708
+2,696
2527
$13.1K ﹤0.01%
153
-7
2528
$13K ﹤0.01%
138
-100
2529
$13K ﹤0.01%
+853
2530
$12.9K ﹤0.01%
+575
2531
$12.9K ﹤0.01%
4,262
2532
$12.9K ﹤0.01%
226
-6
2533
$12.9K ﹤0.01%
208
+23
2534
$12.8K ﹤0.01%
345
-585
2535
$12.8K ﹤0.01%
204
+82
2536
$12.7K ﹤0.01%
+2,300
2537
$12.7K ﹤0.01%
7,350
2538
$12.7K ﹤0.01%
319
-63
2539
$12.7K ﹤0.01%
647
+162
2540
$12.6K ﹤0.01%
+340
2541
$12.6K ﹤0.01%
1,370
+870
2542
$12.6K ﹤0.01%
61
-63
2543
$12.5K ﹤0.01%
+152
2544
$12.5K ﹤0.01%
+537
2545
$12.4K ﹤0.01%
1,633
+100
2546
$12.4K ﹤0.01%
308
+206
2547
$12.4K ﹤0.01%
895
2548
$12.3K ﹤0.01%
+465
2549
$12.3K ﹤0.01%
500
+466
2550
$12.3K ﹤0.01%
4,448
100 101
102
103 104