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
1876
$88.6K ﹤0.01%
6,074
-395
1877
$88.5K ﹤0.01%
1,438
+547
1878
$88K ﹤0.01%
360
-27
1879
$87.9K ﹤0.01%
4,077
+22
1880
$87.8K ﹤0.01%
2,867
+1,354
1881
$87.8K ﹤0.01%
2,715
+1,158
1882
$87.7K ﹤0.01%
8,522
1883
$87.4K ﹤0.01%
5,693
+193
1884
$86.9K ﹤0.01%
2,133
+683
1885
$86.6K ﹤0.01%
765
+19
1886
$85.6K ﹤0.01%
5,880
-2,585
1887
$85.4K ﹤0.01%
368
+69
1888
$85.3K ﹤0.01%
489
-78
1889
$85.2K ﹤0.01%
1,804
1890
$85.1K ﹤0.01%
1,835
-1,480
1891
$85K ﹤0.01%
8,693
+6,686
1892
$84.6K ﹤0.01%
1,861
+144
1893
$84.6K ﹤0.01%
8,980
1894
$84.3K ﹤0.01%
10,343
-58
1895
$84.1K ﹤0.01%
1,199
-202
1896
$84K ﹤0.01%
666
+493
1897
$83.9K ﹤0.01%
4,207
+397
1898
$83.6K ﹤0.01%
1,920
-4,737
1899
$83.5K ﹤0.01%
2,210
-368
1900
$83.5K ﹤0.01%
9,670
-474
74 75
76
77 78