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
3051
$1.91K ﹤0.01%
+50
3052
$1.9K ﹤0.01%
98
-2,497
3053
$1.9K ﹤0.01%
+50
3054
$1.89K ﹤0.01%
50
-99
3055
$1.88K ﹤0.01%
+68
3056
$1.88K ﹤0.01%
85
-46
3057
$1.88K ﹤0.01%
45
-135
3058
$1.84K ﹤0.01%
22
3059
$1.82K ﹤0.01%
+125
3060
$1.82K ﹤0.01%
116
3061
$1.81K ﹤0.01%
+50
3062
$1.81K ﹤0.01%
33
3063
$1.8K ﹤0.01%
28
-32
3064
$1.78K ﹤0.01%
3,900
+3,894
3065
$1.77K ﹤0.01%
+69
3066
$1.76K ﹤0.01%
270
-20
3067
$1.75K ﹤0.01%
88
3068
$1.74K ﹤0.01%
1,076
+1,000
3069
$1.72K ﹤0.01%
84
3070
$1.72K ﹤0.01%
39
-1,734
3071
$1.69K ﹤0.01%
150
3072
$1.69K ﹤0.01%
+303
3073
$1.69K ﹤0.01%
140
3074
$1.69K ﹤0.01%
125
+75
3075
$1.68K ﹤0.01%
100
121 122
123
124 125