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
2251
$30.8K ﹤0.01%
1,775
+123
2252
$30.8K ﹤0.01%
802
-211
2253
$30.7K ﹤0.01%
1,340
+311
2254
$30.6K ﹤0.01%
5,953
-190
2255
$30.6K ﹤0.01%
768
2256
$30.5K ﹤0.01%
736
2257
$30.4K ﹤0.01%
1,050
+795
2258
$30.4K ﹤0.01%
1,938
-375
2259
$30.3K ﹤0.01%
1,611
-161
2260
$30.3K ﹤0.01%
824
+23
2261
$30.3K ﹤0.01%
451
-79
2262
$30.1K ﹤0.01%
256
-125
2263
$29.9K ﹤0.01%
3,056
-11,361
2264
$29.8K ﹤0.01%
+1,393
2265
$29.7K ﹤0.01%
1,548
-91
2266
$29.7K ﹤0.01%
2,073
2267
$29.7K ﹤0.01%
711
-1
2268
$29.5K ﹤0.01%
3,004
-14,826
2269
$29.4K ﹤0.01%
2,225
+2,100
2270
$29.3K ﹤0.01%
+1,322
2271
$29.3K ﹤0.01%
301
2272
$29.2K ﹤0.01%
675
-150
2273
$29.2K ﹤0.01%
286
-336
2274
$29.2K ﹤0.01%
1,896
+155
2275
$29.2K ﹤0.01%
11,769
+5,349
89 90
91
92 93