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
3026
$2.16K ﹤0.01%
40
-39
3027
$2.14K ﹤0.01%
+50
3028
$2.11K ﹤0.01%
+61
3029
$2.1K ﹤0.01%
13
+6
3030
$2.1K ﹤0.01%
255
3031
$2.08K ﹤0.01%
116
+59
3032
$2.06K ﹤0.01%
46
3033
$2.06K ﹤0.01%
+4
3034
$2.05K ﹤0.01%
+165
3035
$2.05K ﹤0.01%
+300
3036
$2K ﹤0.01%
+15
3037
$2K ﹤0.01%
56
3038
$1.99K ﹤0.01%
+1,300
3039
$1.99K ﹤0.01%
145
3040
$1.98K ﹤0.01%
+31
3041
$1.97K ﹤0.01%
516
+14
3042
$1.94K ﹤0.01%
+105
3043
$1.94K ﹤0.01%
200
3044
$1.94K ﹤0.01%
791
3045
$1.93K ﹤0.01%
105
3046
$1.93K ﹤0.01%
106
-1,325
3047
$1.93K ﹤0.01%
208
3048
$1.93K ﹤0.01%
1,820
+1,520
3049
$1.91K ﹤0.01%
69
+29
3050
$1.91K ﹤0.01%
+58
120 121
122
123 124