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
2076
$52.7K ﹤0.01%
1,291
+882
2077
$52.5K ﹤0.01%
1,061
+17
2078
$52.4K ﹤0.01%
1,418
+328
2079
$52.3K ﹤0.01%
1,510
2080
$52.1K ﹤0.01%
213
+186
2081
$51.6K ﹤0.01%
+2,910
2082
$51.1K ﹤0.01%
726
-156
2083
$50.9K ﹤0.01%
3,089
+92
2084
$50.6K ﹤0.01%
3,926
+52
2085
$50.5K ﹤0.01%
5,000
2086
$50.2K ﹤0.01%
4,746
2087
$50K ﹤0.01%
5,000
2088
$50K ﹤0.01%
2,060
2089
$49.8K ﹤0.01%
2,000
2090
$49.4K ﹤0.01%
111
2091
$49.3K ﹤0.01%
4,448
2092
$48.9K ﹤0.01%
2,562
2093
$48.8K ﹤0.01%
2,984
+1,484
2094
$48.8K ﹤0.01%
1,316
2095
$48.7K ﹤0.01%
572
-49
2096
$48.6K ﹤0.01%
903
2097
$48.6K ﹤0.01%
5,778
+5,127
2098
$48.5K ﹤0.01%
1,000
2099
$48.5K ﹤0.01%
1,900
2100
$47.8K ﹤0.01%
124
-20
82 83
84
85 86