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
1951
$74.4K ﹤0.01%
6,617
1952
$74.4K ﹤0.01%
+1,666
1953
$74.1K ﹤0.01%
1,395
+19
1954
$74.1K ﹤0.01%
2,086
-50
1955
$74K ﹤0.01%
3,564
-1,410
1956
$73.8K ﹤0.01%
+5,692
1957
$73.7K ﹤0.01%
738
1958
$73.5K ﹤0.01%
1,226
+166
1959
$73.4K ﹤0.01%
+20,675
1960
$73.2K ﹤0.01%
+2,217
1961
$73.1K ﹤0.01%
7,016
1962
$72.9K ﹤0.01%
2,054
+337
1963
$72.6K ﹤0.01%
+1,902
1964
$72.1K ﹤0.01%
1,878
1965
$72K ﹤0.01%
13,511
+10,511
1966
$72K ﹤0.01%
411
-84
1967
$71.9K ﹤0.01%
1,691
-73
1968
$71.7K ﹤0.01%
+2,700
1969
$71.4K ﹤0.01%
1,881
1970
$71.3K ﹤0.01%
60
-20
1971
$71K ﹤0.01%
+850
1972
$70.1K ﹤0.01%
1,143
1973
$70K ﹤0.01%
389
+369
1974
$69.9K ﹤0.01%
4,100
-9
1975
$69.8K ﹤0.01%
491
+2
77 78
79
80 81