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
1901
$83.1K ﹤0.01%
7,701
+2,766
1902
$83.1K ﹤0.01%
429
-938
1903
$82.9K ﹤0.01%
1,053
1904
$82.7K ﹤0.01%
1,546
-42
1905
$82.6K ﹤0.01%
1,349
-470
1906
$82.1K ﹤0.01%
2,682
+189
1907
$82K ﹤0.01%
+7,115
1908
$82K ﹤0.01%
12,093
-556
1909
$81.2K ﹤0.01%
875
+433
1910
$80.9K ﹤0.01%
2,971
+307
1911
$80.8K ﹤0.01%
1,064
-6
1912
$80.7K ﹤0.01%
1,422
1913
$80.7K ﹤0.01%
2,426
+2,175
1914
$80.6K ﹤0.01%
13,000
-1,277
1915
$80.6K ﹤0.01%
2,189
-818
1916
$80.2K ﹤0.01%
435
-1
1917
$80K ﹤0.01%
1,126
-16
1918
$80K ﹤0.01%
672
+23
1919
$79.9K ﹤0.01%
1,124
+39
1920
$79.6K ﹤0.01%
423
+26
1921
$79.4K ﹤0.01%
3,035
-367
1922
$79.3K ﹤0.01%
2,634
+300
1923
$78.7K ﹤0.01%
2,214
-78
1924
$78.5K ﹤0.01%
7,750
-109
1925
$78.4K ﹤0.01%
167
-25
75 76
77
78 79