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
2001
$63K ﹤0.01%
522
-68
2002
$63K ﹤0.01%
6,871
2003
$62.6K ﹤0.01%
+7,219
2004
$62.1K ﹤0.01%
23,251
+10,520
2005
$62.1K ﹤0.01%
4,796
-1,735
2006
$62.1K ﹤0.01%
2,773
-100
2007
$62K ﹤0.01%
2,440
-6,879
2008
$61.7K ﹤0.01%
11,345
+30
2009
$61.4K ﹤0.01%
2,465
-17
2010
$61.3K ﹤0.01%
2,695
+141
2011
$61.3K ﹤0.01%
932
-11
2012
$61.1K ﹤0.01%
955
-4,186
2013
$61K ﹤0.01%
551
2014
$60.8K ﹤0.01%
3,814
2015
$60.8K ﹤0.01%
2,114
-1,896
2016
$60.7K ﹤0.01%
1,500
2017
$60.7K ﹤0.01%
2,439
+400
2018
$60.6K ﹤0.01%
5,827
+424
2019
$60.4K ﹤0.01%
608
2020
$60.1K ﹤0.01%
4,331
+3,331
2021
$59.8K ﹤0.01%
878
+88
2022
$59.6K ﹤0.01%
5,338
+325
2023
$59.6K ﹤0.01%
1,201
2024
$59.4K ﹤0.01%
205
+130
2025
$59.3K ﹤0.01%
5,112
+132
79 80
81
82 83