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
2826
$4.73K ﹤0.01%
328
-5
2827
$4.72K ﹤0.01%
+200
2828
$4.7K ﹤0.01%
+460
2829
$4.7K ﹤0.01%
+263
2830
$4.69K ﹤0.01%
176
2831
$4.69K ﹤0.01%
3,106
2832
$4.68K ﹤0.01%
150
-64
2833
$4.67K ﹤0.01%
191
+149
2834
$4.66K ﹤0.01%
530
+30
2835
$4.63K ﹤0.01%
+152
2836
$4.62K ﹤0.01%
189
-82
2837
$4.61K ﹤0.01%
+1,000
2838
$4.53K ﹤0.01%
90
-36
2839
$4.5K ﹤0.01%
407
+5
2840
$4.46K ﹤0.01%
118
-51
2841
$4.44K ﹤0.01%
300
2842
$4.42K ﹤0.01%
222
+46
2843
$4.4K ﹤0.01%
+315
2844
$4.39K ﹤0.01%
245
-120
2845
$4.35K ﹤0.01%
55
2846
$4.3K ﹤0.01%
287
-3,263
2847
$4.3K ﹤0.01%
+71
2848
$4.3K ﹤0.01%
76
-24
2849
$4.29K ﹤0.01%
+307
2850
$4.29K ﹤0.01%
79
112 113
114
115 116