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
2576
$11.3K ﹤0.01%
228
-369
2577
$11.3K ﹤0.01%
+75
2578
$11.2K ﹤0.01%
+2,511
2579
$11.2K ﹤0.01%
536
+26
2580
$11.2K ﹤0.01%
229
+211
2581
$11.2K ﹤0.01%
1,065
2582
$11.1K ﹤0.01%
588
2583
$11.1K ﹤0.01%
129
+19
2584
$11.1K ﹤0.01%
699
+199
2585
$11K ﹤0.01%
+462
2586
$10.9K ﹤0.01%
507
-9,448
2587
$10.8K ﹤0.01%
3,065
2588
$10.8K ﹤0.01%
400
2589
$10.8K ﹤0.01%
280
2590
$10.8K ﹤0.01%
+316
2591
$10.7K ﹤0.01%
219
-53
2592
$10.7K ﹤0.01%
+1,012
2593
$10.7K ﹤0.01%
107
+14
2594
$10.7K ﹤0.01%
128
2595
$10.6K ﹤0.01%
423
+215
2596
$10.6K ﹤0.01%
196
-21
2597
$10.6K ﹤0.01%
517
2598
$10.6K ﹤0.01%
633
-1
2599
$10.6K ﹤0.01%
1,000
-429
2600
$10.6K ﹤0.01%
886
+28
102 103
104
105 106