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
2951
$2.99K ﹤0.01%
65
+13
2952
$2.96K ﹤0.01%
146
+145
2953
$2.96K ﹤0.01%
80
2954
$2.95K ﹤0.01%
52
-4
2955
$2.93K ﹤0.01%
400
-36
2956
$2.92K ﹤0.01%
379
2957
$2.91K ﹤0.01%
133
+2
2958
$2.89K ﹤0.01%
23
2959
$2.87K ﹤0.01%
97
-33
2960
$2.86K ﹤0.01%
355
2961
$2.84K ﹤0.01%
42
+30
2962
$2.82K ﹤0.01%
90
-3
2963
$2.8K ﹤0.01%
+100
2964
$2.79K ﹤0.01%
+252
2965
$2.78K ﹤0.01%
385
+17
2966
$2.77K ﹤0.01%
100
2967
$2.76K ﹤0.01%
+5,206
2968
$2.75K ﹤0.01%
50
2969
$2.74K ﹤0.01%
+390
2970
$2.74K ﹤0.01%
24
-537
2971
$2.73K ﹤0.01%
400
2972
$2.71K ﹤0.01%
73
+65
2973
$2.7K ﹤0.01%
+77
2974
$2.7K ﹤0.01%
108
-36
2975
$2.7K ﹤0.01%
+159
117 118
119
120 121