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
2401
$18.5K ﹤0.01%
429
+341
2402
$18.5K ﹤0.01%
+1,587
2403
$18.5K ﹤0.01%
+373
2404
$18.4K ﹤0.01%
143
2405
$18.4K ﹤0.01%
1,250
+1,219
2406
$18.4K ﹤0.01%
173
-952
2407
$18.2K ﹤0.01%
+1,000
2408
$18.1K ﹤0.01%
720
+515
2409
$18.1K ﹤0.01%
+443
2410
$18.1K ﹤0.01%
620
-102
2411
$18K ﹤0.01%
747
-62
2412
$18K ﹤0.01%
300
2413
$18K ﹤0.01%
197
+40
2414
$18K ﹤0.01%
272
2415
$17.9K ﹤0.01%
2,220
+1,004
2416
$17.9K ﹤0.01%
316
+54
2417
$17.7K ﹤0.01%
500
2418
$17.6K ﹤0.01%
+800
2419
$17.6K ﹤0.01%
568
+136
2420
$17.5K ﹤0.01%
1,370
2421
$17.5K ﹤0.01%
403
-3
2422
$17.4K ﹤0.01%
346
2423
$17.4K ﹤0.01%
579
-6
2424
$17.3K ﹤0.01%
373
+10
2425
$17.3K ﹤0.01%
5,641
+31
95 96
97
98 99