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
3001
$2.43K ﹤0.01%
174
3002
$2.41K ﹤0.01%
+24
3003
$2.35K ﹤0.01%
+65
3004
$2.34K ﹤0.01%
38
-20
3005
$2.34K ﹤0.01%
+300
3006
$2.33K ﹤0.01%
124
-796
3007
$2.33K ﹤0.01%
1,000
3008
$2.31K ﹤0.01%
66
-24
3009
$2.31K ﹤0.01%
151
+139
3010
$2.31K ﹤0.01%
+60
3011
$2.31K ﹤0.01%
580
3012
$2.29K ﹤0.01%
+37
3013
$2.29K ﹤0.01%
86
-15
3014
$2.27K ﹤0.01%
+100
3015
$2.24K ﹤0.01%
76
-230
3016
$2.24K ﹤0.01%
80
3017
$2.24K ﹤0.01%
373
+39
3018
$2.23K ﹤0.01%
+750
3019
$2.22K ﹤0.01%
91
3020
$2.22K ﹤0.01%
617
+12
3021
$2.21K ﹤0.01%
+139
3022
$2.21K ﹤0.01%
+35
3023
$2.2K ﹤0.01%
+47
3024
$2.2K ﹤0.01%
600
3025
$2.16K ﹤0.01%
+2,000
119 120
121
122 123