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
2776
$5.86K ﹤0.01%
217
-7,456
2777
$5.86K ﹤0.01%
399
-309
2778
$5.81K ﹤0.01%
+1,800
2779
$5.78K ﹤0.01%
3,400
+2,400
2780
$5.78K ﹤0.01%
532
2781
$5.77K ﹤0.01%
+257
2782
$5.77K ﹤0.01%
192
2783
$5.7K ﹤0.01%
149
-22
2784
$5.69K ﹤0.01%
+78
2785
$5.63K ﹤0.01%
252
2786
$5.63K ﹤0.01%
23
+2
2787
$5.62K ﹤0.01%
492
-82
2788
$5.61K ﹤0.01%
248
-25
2789
$5.59K ﹤0.01%
1,286
2790
$5.58K ﹤0.01%
655
-175
2791
$5.57K ﹤0.01%
650
-22
2792
$5.56K ﹤0.01%
148
-1
2793
$5.53K ﹤0.01%
437
+18
2794
$5.53K ﹤0.01%
183
+180
2795
$5.52K ﹤0.01%
38
-5
2796
$5.5K ﹤0.01%
540
2797
$5.5K ﹤0.01%
529
+330
2798
$5.48K ﹤0.01%
210
-75
2799
$5.45K ﹤0.01%
+1,000
2800
$5.42K ﹤0.01%
126
-221
110 111
112
113 114