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
2651
$8.98K ﹤0.01%
56
+6
2652
$8.96K ﹤0.01%
196
-103
2653
$8.92K ﹤0.01%
1,329
-88
2654
$8.88K ﹤0.01%
+1,090
2655
$8.88K ﹤0.01%
456
-4,211
2656
$8.88K ﹤0.01%
404
2657
$8.85K ﹤0.01%
85
-5
2658
$8.8K ﹤0.01%
+274
2659
$8.74K ﹤0.01%
190
-628
2660
$8.72K ﹤0.01%
105
2661
$8.7K ﹤0.01%
1,000
2662
$8.66K ﹤0.01%
51
+15
2663
$8.64K ﹤0.01%
419
2664
$8.61K ﹤0.01%
756
+10
2665
$8.52K ﹤0.01%
563
-3,829
2666
$8.51K ﹤0.01%
+863
2667
$8.49K ﹤0.01%
+325
2668
$8.49K ﹤0.01%
515
-63
2669
$8.49K ﹤0.01%
+3,302
2670
$8.48K ﹤0.01%
2,000
2671
$8.46K ﹤0.01%
180
-50
2672
$8.46K ﹤0.01%
218
-597
2673
$8.34K ﹤0.01%
517
2674
$8.33K ﹤0.01%
115
-25
2675
$8.31K ﹤0.01%
679
-1,688
105 106
107
108 109