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
2701
$7.7K ﹤0.01%
+985
2702
$7.7K ﹤0.01%
1,205
2703
$7.69K ﹤0.01%
130
-134
2704
$7.6K ﹤0.01%
204
+200
2705
$7.58K ﹤0.01%
+297
2706
$7.51K ﹤0.01%
36
2707
$7.47K ﹤0.01%
+1,000
2708
$7.43K ﹤0.01%
200
2709
$7.41K ﹤0.01%
+183
2710
$7.36K ﹤0.01%
1,100
2711
$7.35K ﹤0.01%
225
2712
$7.32K ﹤0.01%
+466
2713
$7.32K ﹤0.01%
303
-934
2714
$7.28K ﹤0.01%
503
2715
$7.26K ﹤0.01%
200
-17
2716
$7.26K ﹤0.01%
+100
2717
$7.22K ﹤0.01%
+273
2718
$7.22K ﹤0.01%
220
2719
$7.21K ﹤0.01%
550
2720
$7.21K ﹤0.01%
224
-178
2721
$7.19K ﹤0.01%
43
+32
2722
$7.19K ﹤0.01%
+233
2723
$7.19K ﹤0.01%
1,184
-2,317
2724
$7.18K ﹤0.01%
+200
2725
$7.17K ﹤0.01%
95
-10
107 108
109
110 111