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
1976
$69.2K ﹤0.01%
254
-3
1977
$69K ﹤0.01%
1,868
+8
1978
$69K ﹤0.01%
6,950
+726
1979
$68.3K ﹤0.01%
1,739
+163
1980
$67.9K ﹤0.01%
2,362
+657
1981
$67.9K ﹤0.01%
2,076
+330
1982
$67.6K ﹤0.01%
10,724
+1,032
1983
$67.5K ﹤0.01%
668
1984
$67K ﹤0.01%
56
1985
$66.8K ﹤0.01%
3,200
-2,730
1986
$66.6K ﹤0.01%
5,769
+2,304
1987
$66.2K ﹤0.01%
1,225
-550
1988
$65.8K ﹤0.01%
2,623
-9,831
1989
$65.7K ﹤0.01%
306
-162
1990
$65.7K ﹤0.01%
+8,200
1991
$65.2K ﹤0.01%
773
-14
1992
$64.7K ﹤0.01%
2,807
+471
1993
$64.5K ﹤0.01%
2,206
+372
1994
$64.4K ﹤0.01%
+1,800
1995
$64K ﹤0.01%
135
+25
1996
$63.9K ﹤0.01%
1,000
1997
$63.6K ﹤0.01%
1,209
-17
1998
$63.3K ﹤0.01%
1,244
1999
$63.3K ﹤0.01%
3,219
-704
2000
$63.3K ﹤0.01%
521
+135
78 79
80
81 82