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
2176
$37.8K ﹤0.01%
4,609
2177
$37.7K ﹤0.01%
2,436
2178
$37.7K ﹤0.01%
4,296
2179
$37.5K ﹤0.01%
3,000
2180
$37.4K ﹤0.01%
1,252
+270
2181
$37.4K ﹤0.01%
675
-574
2182
$37.2K ﹤0.01%
1,160
2183
$37.2K ﹤0.01%
996
-43
2184
$37.1K ﹤0.01%
2,697
2185
$37K ﹤0.01%
126
2186
$37K ﹤0.01%
971
-185
2187
$36.8K ﹤0.01%
996
+522
2188
$36.8K ﹤0.01%
2,687
-2,963
2189
$36.8K ﹤0.01%
3,553
-960
2190
$36.7K ﹤0.01%
1,151
+207
2191
$36.4K ﹤0.01%
2,241
+1,389
2192
$36.4K ﹤0.01%
2,147
-105
2193
$36.4K ﹤0.01%
3,728
+13
2194
$36.4K ﹤0.01%
465
-337
2195
$36.3K ﹤0.01%
875
2196
$36.2K ﹤0.01%
8,940
-500
2197
$36.1K ﹤0.01%
32,820
-1,640
2198
$36.1K ﹤0.01%
1,918
+1,858
2199
$36K ﹤0.01%
269
-14
2200
$35.9K ﹤0.01%
731
86 87
88
89 90