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
2726
$7.16K ﹤0.01%
+257
2727
$7.16K ﹤0.01%
616
-68
2728
$7.06K ﹤0.01%
+609
2729
$7.04K ﹤0.01%
860
2730
$6.96K ﹤0.01%
173
-2,225
2731
$6.95K ﹤0.01%
177
2732
$6.94K ﹤0.01%
200
2733
$6.91K ﹤0.01%
96
+46
2734
$6.86K ﹤0.01%
+250
2735
$6.81K ﹤0.01%
824
2736
$6.78K ﹤0.01%
+63
2737
$6.78K ﹤0.01%
+300
2738
$6.78K ﹤0.01%
+66
2739
$6.78K ﹤0.01%
30
-10
2740
$6.71K ﹤0.01%
670
-264
2741
$6.69K ﹤0.01%
41
+6
2742
$6.65K ﹤0.01%
1,248
2743
$6.61K ﹤0.01%
60
2744
$6.59K ﹤0.01%
125
2745
$6.56K ﹤0.01%
1,124
+31
2746
$6.56K ﹤0.01%
46
+12
2747
$6.53K ﹤0.01%
210
-2
2748
$6.53K ﹤0.01%
234
+3
2749
$6.47K ﹤0.01%
311
+13
2750
$6.45K ﹤0.01%
75
108 109
110
111 112