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
2901
$3.68K ﹤0.01%
+82
2902
$3.67K ﹤0.01%
+97
2903
$3.67K ﹤0.01%
745
+111
2904
$3.65K ﹤0.01%
148
-64
2905
$3.65K ﹤0.01%
+125
2906
$3.64K ﹤0.01%
61
-5
2907
$3.63K ﹤0.01%
173
+157
2908
$3.54K ﹤0.01%
272
+210
2909
$3.54K ﹤0.01%
58
2910
$3.5K ﹤0.01%
237
-529
2911
$3.5K ﹤0.01%
100
2912
$3.5K ﹤0.01%
105
+84
2913
$3.49K ﹤0.01%
183
-31
2914
$3.49K ﹤0.01%
50
2915
$3.49K ﹤0.01%
243
-139
2916
$3.48K ﹤0.01%
2,014
2917
$3.48K ﹤0.01%
+175
2918
$3.48K ﹤0.01%
+500
2919
$3.47K ﹤0.01%
350
2920
$3.46K ﹤0.01%
33
+32
2921
$3.46K ﹤0.01%
+31
2922
$3.44K ﹤0.01%
250
-15
2923
$3.42K ﹤0.01%
77
-4,567
2924
$3.41K ﹤0.01%
+308
2925
$3.4K ﹤0.01%
500
115 116
117
118 119