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
2601
$10.6K ﹤0.01%
202
+19
2602
$10.6K ﹤0.01%
+334
2603
$10.5K ﹤0.01%
192
+2
2604
$10.5K ﹤0.01%
122
+6
2605
$10.5K ﹤0.01%
59
-1
2606
$10.4K ﹤0.01%
+140
2607
$10.4K ﹤0.01%
3,000
2608
$10.4K ﹤0.01%
+2,400
2609
$10.3K ﹤0.01%
160
2610
$10.3K ﹤0.01%
55
-12
2611
$10.3K ﹤0.01%
274
2612
$10.3K ﹤0.01%
190
+37
2613
$10.3K ﹤0.01%
1,351
+1,310
2614
$10.2K ﹤0.01%
1,000
2615
$10.1K ﹤0.01%
12,000
-70
2616
$10K ﹤0.01%
819
2617
$9.95K ﹤0.01%
2,780
2618
$9.95K ﹤0.01%
133
+16
2619
$9.93K ﹤0.01%
+646
2620
$9.91K ﹤0.01%
214
+100
2621
$9.89K ﹤0.01%
490
+232
2622
$9.87K ﹤0.01%
+7,000
2623
$9.86K ﹤0.01%
335
2624
$9.79K ﹤0.01%
140
2625
$9.74K ﹤0.01%
5,867
103 104
105
106 107