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
2976
$2.69K ﹤0.01%
50
2977
$2.68K ﹤0.01%
210
-9
2978
$2.68K ﹤0.01%
53
-1,313
2979
$2.67K ﹤0.01%
28
2980
$2.66K ﹤0.01%
31
-5
2981
$2.65K ﹤0.01%
+27
2982
$2.6K ﹤0.01%
102
2983
$2.59K ﹤0.01%
226
2984
$2.59K ﹤0.01%
301
-14
2985
$2.56K ﹤0.01%
340
2986
$2.55K ﹤0.01%
32
2987
$2.53K ﹤0.01%
+40
2988
$2.52K ﹤0.01%
+68
2989
$2.51K ﹤0.01%
90
-26
2990
$2.51K ﹤0.01%
128
+7
2991
$2.5K ﹤0.01%
+1,250
2992
$2.47K ﹤0.01%
20
-1
2993
$2.47K ﹤0.01%
133
+112
2994
$2.46K ﹤0.01%
+180
2995
$2.46K ﹤0.01%
+79
2996
$2.46K ﹤0.01%
98
-100
2997
$2.46K ﹤0.01%
+76
2998
$2.45K ﹤0.01%
80
2999
$2.45K ﹤0.01%
100
-436
3000
$2.43K ﹤0.01%
96
-71
118 119
120
121 122