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
2551
$12.3K ﹤0.01%
87
+11
2552
$12.2K ﹤0.01%
2,780
2553
$12.2K ﹤0.01%
4,002
-4,556
2554
$12.1K ﹤0.01%
+392
2555
$12.1K ﹤0.01%
75
2556
$12K ﹤0.01%
631
2557
$12K ﹤0.01%
218
2558
$11.9K ﹤0.01%
139
-171
2559
$11.9K ﹤0.01%
9,299
2560
$11.9K ﹤0.01%
235
-17
2561
$11.9K ﹤0.01%
145
2562
$11.8K ﹤0.01%
916
2563
$11.8K ﹤0.01%
500
2564
$11.8K ﹤0.01%
799
+42
2565
$11.8K ﹤0.01%
452
-5
2566
$11.7K ﹤0.01%
465
+73
2567
$11.7K ﹤0.01%
479
-690
2568
$11.7K ﹤0.01%
1,002
+24
2569
$11.5K ﹤0.01%
180
+31
2570
$11.4K ﹤0.01%
+385
2571
$11.4K ﹤0.01%
115
+13
2572
$11.4K ﹤0.01%
239
+122
2573
$11.3K ﹤0.01%
+150
2574
$11.3K ﹤0.01%
+350
2575
$11.3K ﹤0.01%
403
-300
101 102
103
104 105