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
2851
$4.28K ﹤0.01%
153
+18
2852
$4.23K ﹤0.01%
825
2853
$4.23K ﹤0.01%
+60
2854
$4.22K ﹤0.01%
429
-3,704
2855
$4.2K ﹤0.01%
+1,250
2856
$4.2K ﹤0.01%
178
+42
2857
$4.15K ﹤0.01%
1,360
+1,000
2858
$4.15K ﹤0.01%
93
2859
$4.13K ﹤0.01%
+180
2860
$4.12K ﹤0.01%
+149
2861
$4.11K ﹤0.01%
204
2862
$4.1K ﹤0.01%
762
2863
$4.1K ﹤0.01%
+60
2864
$4.08K ﹤0.01%
2,873
+1
2865
$4.08K ﹤0.01%
85
2866
$4.07K ﹤0.01%
280
2867
$4.07K ﹤0.01%
+366
2868
$4.07K ﹤0.01%
181
+180
2869
$4.05K ﹤0.01%
1,575
2870
$4.03K ﹤0.01%
+247
2871
$4.01K ﹤0.01%
150
-2,350
2872
$3.99K ﹤0.01%
+200
2873
$3.98K ﹤0.01%
58
+24
2874
$3.97K ﹤0.01%
52
2875
$3.95K ﹤0.01%
304
113 114
115
116 117