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
2876
$3.94K ﹤0.01%
226
+206
2877
$3.93K ﹤0.01%
+128
2878
$3.93K ﹤0.01%
+211
2879
$3.91K ﹤0.01%
352
2880
$3.9K ﹤0.01%
400
2881
$3.89K ﹤0.01%
+50
2882
$3.86K ﹤0.01%
100
+54
2883
$3.86K ﹤0.01%
125
-18
2884
$3.85K ﹤0.01%
+131
2885
$3.84K ﹤0.01%
434
2886
$3.83K ﹤0.01%
454
+285
2887
$3.81K ﹤0.01%
175
2888
$3.8K ﹤0.01%
+1,408
2889
$3.8K ﹤0.01%
38
+26
2890
$3.8K ﹤0.01%
312
-772
2891
$3.79K ﹤0.01%
83
2892
$3.78K ﹤0.01%
+79
2893
$3.76K ﹤0.01%
174
+159
2894
$3.74K ﹤0.01%
225
-2,393
2895
$3.73K ﹤0.01%
298
-66
2896
$3.71K ﹤0.01%
1,270
-2,939
2897
$3.71K ﹤0.01%
89
-748
2898
$3.7K ﹤0.01%
200
2899
$3.69K ﹤0.01%
111
+37
2900
$3.68K ﹤0.01%
263
114 115
116
117 118