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
3126
$1.22K ﹤0.01%
69
+67
3127
$1.22K ﹤0.01%
+38
3128
$1.21K ﹤0.01%
20
3129
$1.21K ﹤0.01%
57
-2
3130
$1.21K ﹤0.01%
+27
3131
$1.2K ﹤0.01%
+25
3132
$1.19K ﹤0.01%
+72
3133
$1.18K ﹤0.01%
+4
3134
$1.18K ﹤0.01%
40
-65
3135
$1.18K ﹤0.01%
+30
3136
$1.18K ﹤0.01%
+67
3137
$1.18K ﹤0.01%
67
-1
3138
$1.14K ﹤0.01%
44
3139
$1.14K ﹤0.01%
+83
3140
$1.13K ﹤0.01%
62
-28
3141
$1.12K ﹤0.01%
300
3142
$1.11K ﹤0.01%
50
-355
3143
$1.09K ﹤0.01%
200
-62
3144
$1.08K ﹤0.01%
51
-2,895
3145
$1.07K ﹤0.01%
34
-164
3146
$1.05K ﹤0.01%
+83
3147
$1.05K ﹤0.01%
12
-36
3148
$1.04K ﹤0.01%
+60
3149
$1.02K ﹤0.01%
15
3150
$1.01K ﹤0.01%
+54
124 125
126
127 128