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
2276
$29.2K ﹤0.01%
279
-30
2277
$29.1K ﹤0.01%
9,823
+2,282
2278
$28.9K ﹤0.01%
+1,175
2279
$28.9K ﹤0.01%
944
+69
2280
$28.6K ﹤0.01%
1,455
+663
2281
$28.4K ﹤0.01%
445
2282
$28.4K ﹤0.01%
387
-393
2283
$28.2K ﹤0.01%
+2,517
2284
$28K ﹤0.01%
335
+53
2285
$28K ﹤0.01%
554
-12
2286
$27.9K ﹤0.01%
646
-39
2287
$27.8K ﹤0.01%
249
-339
2288
$27.8K ﹤0.01%
450
-30
2289
$27.7K ﹤0.01%
2,620
2290
$27.6K ﹤0.01%
826
2291
$27.6K ﹤0.01%
6,403
-3,507
2292
$27.5K ﹤0.01%
65
-68
2293
$27.4K ﹤0.01%
616
-13
2294
$27.4K ﹤0.01%
2,513
+1,525
2295
$27.4K ﹤0.01%
11,174
2296
$27.2K ﹤0.01%
124
+108
2297
$27.1K ﹤0.01%
239
-36
2298
$27K ﹤0.01%
+335
2299
$26.9K ﹤0.01%
1,858
-6,232
2300
$26.7K ﹤0.01%
+1,300
90 91
92
93 94