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
2101
$47.7K ﹤0.01%
566
-16
2102
$47.6K ﹤0.01%
2,135
+2,116
2103
$47.4K ﹤0.01%
1,173
-300
2104
$47K ﹤0.01%
1,644
+822
2105
$46.9K ﹤0.01%
2,845
+1,083
2106
$46.7K ﹤0.01%
3,850
2107
$46.6K ﹤0.01%
+5,500
2108
$46.3K ﹤0.01%
1,133
+6
2109
$46.2K ﹤0.01%
10,715
+7,776
2110
$46K ﹤0.01%
550
+60
2111
$46K ﹤0.01%
1,665
+1,000
2112
$45.9K ﹤0.01%
218
+18
2113
$45.8K ﹤0.01%
4,115
-36
2114
$45.7K ﹤0.01%
541
-41
2115
$45.5K ﹤0.01%
714
2116
$45.4K ﹤0.01%
+2,730
2117
$45.4K ﹤0.01%
911
+58
2118
$45.1K ﹤0.01%
4,355
+573
2119
$45.1K ﹤0.01%
6,355
-985
2120
$45K ﹤0.01%
1,517
+53
2121
$44.9K ﹤0.01%
910
-3,253
2122
$44.7K ﹤0.01%
1,476
-12
2123
$44.5K ﹤0.01%
3,250
-91
2124
$44.4K ﹤0.01%
1,453
2125
$44.4K ﹤0.01%
+1,073
83 84
85
86 87