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
2126
$44.4K ﹤0.01%
4,772
+4,411
2127
$44.4K ﹤0.01%
787
+441
2128
$44.3K ﹤0.01%
750
+740
2129
$44.3K ﹤0.01%
5,120
2130
$44.1K ﹤0.01%
350
+200
2131
$44K ﹤0.01%
1,673
+422
2132
$43.9K ﹤0.01%
12,266
+225
2133
$43.1K ﹤0.01%
1,962
2134
$43K ﹤0.01%
643
-281
2135
$43K ﹤0.01%
907
-1,010
2136
$43K ﹤0.01%
1,000
+975
2137
$42.8K ﹤0.01%
1,929
+1,850
2138
$42.5K ﹤0.01%
807
+36
2139
$42.3K ﹤0.01%
501
+30
2140
$42K ﹤0.01%
3,632
+414
2141
$41.8K ﹤0.01%
+1,019
2142
$41.7K ﹤0.01%
3,398
2143
$41.4K ﹤0.01%
259
-354
2144
$41.3K ﹤0.01%
1,849
-1,771
2145
$41K ﹤0.01%
1,136
+82
2146
$40.9K ﹤0.01%
22,971
+22,703
2147
$40.9K ﹤0.01%
1,710
-58
2148
$40.7K ﹤0.01%
+563
2149
$40.7K ﹤0.01%
5,985
-16
2150
$40.6K ﹤0.01%
2,966
-1,538
84 85
86
87 88