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
3101
$1.41K ﹤0.01%
31
3102
$1.41K ﹤0.01%
+29
3103
$1.4K ﹤0.01%
+31
3104
$1.4K ﹤0.01%
30
-1,305
3105
$1.39K ﹤0.01%
76
3106
$1.38K ﹤0.01%
197
3107
$1.35K ﹤0.01%
70
+20
3108
$1.35K ﹤0.01%
100
-29
3109
$1.34K ﹤0.01%
+27
3110
$1.33K ﹤0.01%
+50
3111
$1.31K ﹤0.01%
+41
3112
$1.31K ﹤0.01%
30
-13
3113
$1.3K ﹤0.01%
87
3114
$1.3K ﹤0.01%
+106
3115
$1.29K ﹤0.01%
34
-163
3116
$1.29K ﹤0.01%
+318
3117
$1.28K ﹤0.01%
100
3118
$1.26K ﹤0.01%
+29
3119
$1.26K ﹤0.01%
69
+4
3120
$1.25K ﹤0.01%
65
-60
3121
$1.25K ﹤0.01%
+90
3122
$1.24K ﹤0.01%
141
-2,964
3123
$1.24K ﹤0.01%
315
3124
$1.24K ﹤0.01%
72
3125
$1.22K ﹤0.01%
70
123 124
125
126 127