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
2376
$20.2K ﹤0.01%
+1,098
2377
$20.2K ﹤0.01%
1,930
-475
2378
$20K ﹤0.01%
2,965
2379
$19.9K ﹤0.01%
1,005
+1,000
2380
$19.9K ﹤0.01%
242
-475
2381
$19.8K ﹤0.01%
1,118
+602
2382
$19.7K ﹤0.01%
154
2383
$19.7K ﹤0.01%
992
-726
2384
$19.6K ﹤0.01%
806
-694
2385
$19.5K ﹤0.01%
640
+33
2386
$19.5K ﹤0.01%
+1,340
2387
$19.3K ﹤0.01%
1,347
-186
2388
$19.3K ﹤0.01%
+400
2389
$19.3K ﹤0.01%
1,119
+257
2390
$19.3K ﹤0.01%
2,296
+1,809
2391
$19.2K ﹤0.01%
316
+11
2392
$19.1K ﹤0.01%
104
-2
2393
$19.1K ﹤0.01%
+832
2394
$19K ﹤0.01%
851
-11
2395
$18.9K ﹤0.01%
140
+13
2396
$18.8K ﹤0.01%
803
2397
$18.7K ﹤0.01%
1,629
2398
$18.7K ﹤0.01%
517
+392
2399
$18.6K ﹤0.01%
570
-804
2400
$18.6K ﹤0.01%
1,043
94 95
96
97 98