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
2926
$3.4K ﹤0.01%
+49
2927
$3.38K ﹤0.01%
+312
2928
$3.36K ﹤0.01%
896
-24
2929
$3.35K ﹤0.01%
+428
2930
$3.3K ﹤0.01%
+97
2931
$3.3K ﹤0.01%
240
+220
2932
$3.3K ﹤0.01%
+71
2933
$3.28K ﹤0.01%
23
+22
2934
$3.25K ﹤0.01%
+49
2935
$3.23K ﹤0.01%
77
-34
2936
$3.21K ﹤0.01%
17
+12
2937
$3.21K ﹤0.01%
200
-850
2938
$3.17K ﹤0.01%
+101
2939
$3.15K ﹤0.01%
145
-155
2940
$3.12K ﹤0.01%
108
+55
2941
$3.11K ﹤0.01%
50
2942
$3.1K ﹤0.01%
160
+90
2943
$3.09K ﹤0.01%
288
2944
$3.09K ﹤0.01%
18
-5
2945
$3.08K ﹤0.01%
45
+37
2946
$3.07K ﹤0.01%
292
2947
$3.06K ﹤0.01%
200
-27
2948
$3.02K ﹤0.01%
33
+28
2949
$3.02K ﹤0.01%
+44
2950
$3.01K ﹤0.01%
+100
116 117
118
119 120