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
2026
$59.2K ﹤0.01%
521
-13
2027
$59.1K ﹤0.01%
930
+30
2028
$59K ﹤0.01%
1,588
+310
2029
$58.9K ﹤0.01%
3,634
-317
2030
$58.8K ﹤0.01%
1,243
-3,826
2031
$58.8K ﹤0.01%
2,280
+456
2032
$58.8K ﹤0.01%
539
-64
2033
$58.6K ﹤0.01%
468
+466
2034
$58.5K ﹤0.01%
6,016
+619
2035
$58.3K ﹤0.01%
+2,063
2036
$58.2K ﹤0.01%
704
-161
2037
$58.1K ﹤0.01%
+1,408
2038
$58.1K ﹤0.01%
2,391
+96
2039
$57.9K ﹤0.01%
795
+121
2040
$57.8K ﹤0.01%
+1,496
2041
$56.9K ﹤0.01%
5,842
+3,818
2042
$56.7K ﹤0.01%
928
-40
2043
$56.7K ﹤0.01%
1,182
+786
2044
$56.6K ﹤0.01%
1,105
-200
2045
$56.5K ﹤0.01%
569
+67
2046
$56.4K ﹤0.01%
1,560
2047
$56.2K ﹤0.01%
811
+200
2048
$56K ﹤0.01%
845
+164
2049
$55.8K ﹤0.01%
2,257
+113
2050
$55.8K ﹤0.01%
1,639
80 81
82
83 84