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
2151
$40.4K ﹤0.01%
1,175
+12
2152
$40.4K ﹤0.01%
3,922
2153
$40.3K ﹤0.01%
1,616
+985
2154
$40.2K ﹤0.01%
+1,107
2155
$40.1K ﹤0.01%
282
2156
$40K ﹤0.01%
+655
2157
$39.9K ﹤0.01%
3,000
-100
2158
$39.9K ﹤0.01%
928
2159
$39.8K ﹤0.01%
6,542
+1,241
2160
$39.8K ﹤0.01%
1,181
+81
2161
$39.8K ﹤0.01%
+2,965
2162
$39.6K ﹤0.01%
2,845
2163
$39.5K ﹤0.01%
250
+200
2164
$39.5K ﹤0.01%
751
+119
2165
$39.4K ﹤0.01%
3,226
+1,522
2166
$39.4K ﹤0.01%
3,224
+80
2167
$39.3K ﹤0.01%
8,615
+6,615
2168
$39.1K ﹤0.01%
811
+71
2169
$39.1K ﹤0.01%
6,500
+1,494
2170
$39K ﹤0.01%
531
+402
2171
$38.7K ﹤0.01%
233
+15
2172
$38.7K ﹤0.01%
1,339
+189
2173
$38.5K ﹤0.01%
4,517
2174
$38.5K ﹤0.01%
177
+33
2175
$38.5K ﹤0.01%
1,579
85 86
87
88 89