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
2326
$23.7K ﹤0.01%
500
2327
$23.7K ﹤0.01%
260
-70
2328
$23.6K ﹤0.01%
2,949
+152
2329
$23.6K ﹤0.01%
2,000
-21,177
2330
$23.5K ﹤0.01%
2,685
2331
$23.5K ﹤0.01%
1,808
+994
2332
$23.4K ﹤0.01%
2,528
2333
$23.3K ﹤0.01%
+575
2334
$23.3K ﹤0.01%
2,110
+975
2335
$23.2K ﹤0.01%
577
-1,065
2336
$23.2K ﹤0.01%
543
+63
2337
$23K ﹤0.01%
600
2338
$23K ﹤0.01%
+1,934
2339
$23K ﹤0.01%
2,292
+570
2340
$22.9K ﹤0.01%
331
+278
2341
$22.8K ﹤0.01%
20,000
2342
$22.6K ﹤0.01%
+491
2343
$22.6K ﹤0.01%
755
-15
2344
$22.6K ﹤0.01%
858
+617
2345
$22.5K ﹤0.01%
292
-48
2346
$22.5K ﹤0.01%
+2,000
2347
$22.5K ﹤0.01%
1,570
-79
2348
$22.5K ﹤0.01%
1,000
-20
2349
$22.5K ﹤0.01%
811
-129
2350
$22K ﹤0.01%
3,000
92 93
94
95 96