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
2801
$5.41K ﹤0.01%
+241
2802
$5.33K ﹤0.01%
+119
2803
$5.32K ﹤0.01%
1,009
2804
$5.29K ﹤0.01%
+23
2805
$5.28K ﹤0.01%
+3,200
2806
$5.27K ﹤0.01%
1,558
+133
2807
$5.26K ﹤0.01%
700
2808
$5.24K ﹤0.01%
+300
2809
$5.17K ﹤0.01%
+263
2810
$5.15K ﹤0.01%
42
2811
$5.14K ﹤0.01%
+500
2812
$5.13K ﹤0.01%
200
+151
2813
$5.12K ﹤0.01%
450
-800
2814
$5.09K ﹤0.01%
80
-1
2815
$5.04K ﹤0.01%
186
+180
2816
$5.03K ﹤0.01%
+188
2817
$5.02K ﹤0.01%
150
-55
2818
$5.01K ﹤0.01%
+539
2819
$4.95K ﹤0.01%
+50
2820
$4.93K ﹤0.01%
1,000
2821
$4.92K ﹤0.01%
187
-76
2822
$4.9K ﹤0.01%
2,000
2823
$4.88K ﹤0.01%
420
-1,580
2824
$4.85K ﹤0.01%
14
+9
2825
$4.77K ﹤0.01%
51
+35
111 112
113
114 115