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
2226
$33.2K ﹤0.01%
865
+150
2227
$33.2K ﹤0.01%
2,321
2228
$33.2K ﹤0.01%
197
+7
2229
$32.8K ﹤0.01%
418
2230
$32.3K ﹤0.01%
1,173
-156
2231
$32.3K ﹤0.01%
807
-22
2232
$32.3K ﹤0.01%
2,327
-420
2233
$32.2K ﹤0.01%
3,151
+9
2234
$32.2K ﹤0.01%
2,309
+1,108
2235
$32.1K ﹤0.01%
5,013
-6,621
2236
$32K ﹤0.01%
1,408
-81
2237
$31.9K ﹤0.01%
589
+262
2238
$31.9K ﹤0.01%
2,220
+3
2239
$31.7K ﹤0.01%
664
-3,208
2240
$31.7K ﹤0.01%
261
-142
2241
$31.7K ﹤0.01%
2,749
2242
$31.6K ﹤0.01%
205
2243
$31.5K ﹤0.01%
103
2244
$31.4K ﹤0.01%
1,250
2245
$31.4K ﹤0.01%
+1,494
2246
$31.4K ﹤0.01%
577
-2,404
2247
$31.2K ﹤0.01%
1,052
+843
2248
$31.2K ﹤0.01%
10,900
+4,634
2249
$30.9K ﹤0.01%
+378
2250
$30.9K ﹤0.01%
401
88 89
90
91 92