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
3076
$1.67K ﹤0.01%
1,500
3077
$1.66K ﹤0.01%
100
3078
$1.65K ﹤0.01%
51
3079
$1.64K ﹤0.01%
60
-1,192
3080
$1.63K ﹤0.01%
53
-73
3081
$1.63K ﹤0.01%
37
-30
3082
$1.63K ﹤0.01%
33
-44
3083
$1.63K ﹤0.01%
+87
3084
$1.62K ﹤0.01%
+34
3085
$1.62K ﹤0.01%
275
3086
$1.61K ﹤0.01%
225
-20
3087
$1.58K ﹤0.01%
256
+4
3088
$1.57K ﹤0.01%
571
3089
$1.56K ﹤0.01%
+42
3090
$1.52K ﹤0.01%
600
3091
$1.49K ﹤0.01%
299
+196
3092
$1.47K ﹤0.01%
+300
3093
$1.47K ﹤0.01%
+563
3094
$1.46K ﹤0.01%
+32
3095
$1.46K ﹤0.01%
53
-297
3096
$1.45K ﹤0.01%
+128
3097
$1.44K ﹤0.01%
+426
3098
$1.43K ﹤0.01%
+69
3099
$1.42K ﹤0.01%
+37
3100
$1.41K ﹤0.01%
+35
122 123
124
125 126