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
2351
$21.9K ﹤0.01%
837
-143
2352
$21.9K ﹤0.01%
96
-70
2353
$21.9K ﹤0.01%
+1,453
2354
$21.8K ﹤0.01%
424
+20
2355
$21.8K ﹤0.01%
1,148
+523
2356
$21.7K ﹤0.01%
1,000
2357
$21.5K ﹤0.01%
+670
2358
$21.5K ﹤0.01%
1,083
+1,068
2359
$21.5K ﹤0.01%
147
2360
$21.3K ﹤0.01%
1,625
2361
$21.2K ﹤0.01%
800
2362
$21.2K ﹤0.01%
223
+6
2363
$21.2K ﹤0.01%
562
+532
2364
$21.1K ﹤0.01%
339
+152
2365
$21K ﹤0.01%
77
-49
2366
$20.9K ﹤0.01%
1,074
-71
2367
$20.8K ﹤0.01%
982
-241
2368
$20.6K ﹤0.01%
552
+397
2369
$20.6K ﹤0.01%
3,194
+271
2370
$20.6K ﹤0.01%
2,790
+72
2371
$20.4K ﹤0.01%
425
2372
$20.4K ﹤0.01%
+709
2373
$20.4K ﹤0.01%
+3,907
2374
$20.4K ﹤0.01%
1,284
+16
2375
$20.3K ﹤0.01%
+271
93 94
95
96 97