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
2201
$35.9K ﹤0.01%
871
-308
2202
$35.9K ﹤0.01%
10,200
2203
$35.8K ﹤0.01%
876
-55
2204
$35.8K ﹤0.01%
11,185
-25,346
2205
$35.4K ﹤0.01%
1,732
-60
2206
$35.3K ﹤0.01%
1,425
2207
$35.1K ﹤0.01%
510
+433
2208
$35K ﹤0.01%
+925
2209
$34.9K ﹤0.01%
2,275
-338
2210
$34.9K ﹤0.01%
3,661
+1,255
2211
$34.8K ﹤0.01%
+3,000
2212
$34.8K ﹤0.01%
6,350
-1,000
2213
$34.8K ﹤0.01%
2,963
2214
$34.7K ﹤0.01%
6,020
+5,161
2215
$34.7K ﹤0.01%
+2,198
2216
$34.6K ﹤0.01%
1,581
2217
$34.2K ﹤0.01%
213
+2
2218
$34.1K ﹤0.01%
686
+378
2219
$34.1K ﹤0.01%
+6,140
2220
$34.1K ﹤0.01%
+380
2221
$34K ﹤0.01%
50,346
2222
$33.9K ﹤0.01%
20,415
-568
2223
$33.6K ﹤0.01%
930
-208
2224
$33.5K ﹤0.01%
625
2225
$33.5K ﹤0.01%
+812
87 88
89
90 91