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
2676
$8.3K ﹤0.01%
619
-1,083
2677
$8.27K ﹤0.01%
87
-297
2678
$8.26K ﹤0.01%
196
+38
2679
$8.21K ﹤0.01%
56
-30
2680
$8.19K ﹤0.01%
425
-975
2681
$8.19K ﹤0.01%
231
2682
$8.17K ﹤0.01%
+267
2683
$8.15K ﹤0.01%
150
-815
2684
$8.15K ﹤0.01%
349
-34,390
2685
$8.12K ﹤0.01%
101
-9
2686
$8.11K ﹤0.01%
901
2687
$8.04K ﹤0.01%
1,152
-4,981
2688
$8.04K ﹤0.01%
602
+250
2689
$8.04K ﹤0.01%
+231
2690
$8.04K ﹤0.01%
251
-35
2691
$8.01K ﹤0.01%
854
+2
2692
$7.94K ﹤0.01%
126
-349
2693
$7.91K ﹤0.01%
500
2694
$7.88K ﹤0.01%
83
-5
2695
$7.86K ﹤0.01%
159
-501
2696
$7.83K ﹤0.01%
+172
2697
$7.77K ﹤0.01%
100
+66
2698
$7.77K ﹤0.01%
184
+106
2699
$7.72K ﹤0.01%
3,315
+794
2700
$7.71K ﹤0.01%
+46
106 107
108
109 110