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
1851
$94.3K ﹤0.01%
5,000
1852
$94.2K ﹤0.01%
8,222
-28
1853
$93.9K ﹤0.01%
940
+185
1854
$93.2K ﹤0.01%
1,349
-70
1855
$93.2K ﹤0.01%
1,605
-173
1856
$92.8K ﹤0.01%
2,197
-8
1857
$92.7K ﹤0.01%
225
+110
1858
$92.1K ﹤0.01%
289
-27
1859
$91.8K ﹤0.01%
1,532
-2,267
1860
$91.7K ﹤0.01%
1,947
+3
1861
$91.7K ﹤0.01%
7,433
+624
1862
$91.6K ﹤0.01%
762
+102
1863
$91.4K ﹤0.01%
4,648
+3,008
1864
$91.2K ﹤0.01%
1,569
+672
1865
$90.9K ﹤0.01%
452
+233
1866
$90.8K ﹤0.01%
1,269
+825
1867
$90.2K ﹤0.01%
1,836
+1,666
1868
$90K ﹤0.01%
44,547
1869
$89.9K ﹤0.01%
4,463
+765
1870
$89.7K ﹤0.01%
3,860
1871
$89.7K ﹤0.01%
18,196
-781
1872
$89.5K ﹤0.01%
2,292
+146
1873
$89.2K ﹤0.01%
173
-169
1874
$88.6K ﹤0.01%
2,482
1875
$88.6K ﹤0.01%
9,799
-6,715
73 74
75
76 77