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
2751
$6.43K ﹤0.01%
+625
2752
$6.41K ﹤0.01%
+300
2753
$6.38K ﹤0.01%
472
-321
2754
$6.38K ﹤0.01%
417
2755
$6.35K ﹤0.01%
121
2756
$6.35K ﹤0.01%
+137
2757
$6.34K ﹤0.01%
9,150
-109
2758
$6.29K ﹤0.01%
229
2759
$6.29K ﹤0.01%
515
+6
2760
$6.25K ﹤0.01%
1,013
2761
$6.23K ﹤0.01%
1,016
2762
$6.21K ﹤0.01%
+1,000
2763
$6.21K ﹤0.01%
46
-19
2764
$6.1K ﹤0.01%
+150
2765
$6.08K ﹤0.01%
+1,133
2766
$6.08K ﹤0.01%
234
2767
$6.06K ﹤0.01%
300
-839
2768
$6.06K ﹤0.01%
180
-228
2769
$6.05K ﹤0.01%
222
2770
$6.01K ﹤0.01%
+300
2771
$5.99K ﹤0.01%
72
+45
2772
$5.95K ﹤0.01%
90
2773
$5.93K ﹤0.01%
80
2774
$5.89K ﹤0.01%
550
-137
2775
$5.88K ﹤0.01%
204
-246
109 110
111
112 113