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
2301
$26.6K ﹤0.01%
1,495
2302
$26.6K ﹤0.01%
3,627
+50
2303
$26.4K ﹤0.01%
2,206
2304
$26.4K ﹤0.01%
2,120
2305
$26.3K ﹤0.01%
238
-12
2306
$25.9K ﹤0.01%
533
-2
2307
$25.8K ﹤0.01%
249
-246
2308
$25.8K ﹤0.01%
465
+61
2309
$25.7K ﹤0.01%
265
-8
2310
$25.6K ﹤0.01%
547
+537
2311
$25.5K ﹤0.01%
3,847
-198
2312
$25.5K ﹤0.01%
563
+14
2313
$24.9K ﹤0.01%
2,143
-192
2314
$24.8K ﹤0.01%
188
+39
2315
$24.8K ﹤0.01%
4,633
+2,693
2316
$24.6K ﹤0.01%
838
2317
$24.5K ﹤0.01%
1,290
+9
2318
$24.4K ﹤0.01%
1,194
2319
$24.3K ﹤0.01%
3,000
-25
2320
$24.2K ﹤0.01%
+1,359
2321
$24K ﹤0.01%
4,213
-200
2322
$24K ﹤0.01%
1,500
2323
$23.9K ﹤0.01%
404
2324
$23.8K ﹤0.01%
474
+14
2325
$23.7K ﹤0.01%
3,034
+40
91 92
93
94 95