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
2051
$55.6K ﹤0.01%
600
+45
2052
$55.6K ﹤0.01%
925
+55
2053
$55.5K ﹤0.01%
1,034
2054
$55.5K ﹤0.01%
4,347
-400
2055
$55.4K ﹤0.01%
3,573
2056
$55.1K ﹤0.01%
3,585
+78
2057
$55K ﹤0.01%
1,089
+405
2058
$54.9K ﹤0.01%
7,275
-2,500
2059
$54.8K ﹤0.01%
1,268
+29
2060
$54.7K ﹤0.01%
395
+150
2061
$54.6K ﹤0.01%
275
+43
2062
$54.6K ﹤0.01%
3,500
2063
$54.5K ﹤0.01%
1,183
-90
2064
$54K ﹤0.01%
4,052
2065
$53.8K ﹤0.01%
3,866
+745
2066
$53.2K ﹤0.01%
1,262
+185
2067
$53.1K ﹤0.01%
1,205
+5
2068
$53.1K ﹤0.01%
496
+5
2069
$53K ﹤0.01%
3,502
-109
2070
$53K ﹤0.01%
3,035
-1,184
2071
$52.9K ﹤0.01%
862
-5
2072
$52.9K ﹤0.01%
241
-14
2073
$52.9K ﹤0.01%
378
+48
2074
$52.8K ﹤0.01%
4,974
+644
2075
$52.8K ﹤0.01%
1,900
-9
81 82
83
84 85