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
2426
$17.3K ﹤0.01%
128
-30
2427
$17.3K ﹤0.01%
+700
2428
$17.2K ﹤0.01%
500
-35
2429
$17.2K ﹤0.01%
909
-1,018
2430
$17.2K ﹤0.01%
259
2431
$17.1K ﹤0.01%
+361
2432
$17.1K ﹤0.01%
13,700
+3,700
2433
$17.1K ﹤0.01%
695
+86
2434
$17K ﹤0.01%
158
+62
2435
$17K ﹤0.01%
350
-809
2436
$17K ﹤0.01%
160
-315
2437
$16.9K ﹤0.01%
+1,067
2438
$16.8K ﹤0.01%
188
2439
$16.8K ﹤0.01%
+475
2440
$16.8K ﹤0.01%
391
+136
2441
$16.8K ﹤0.01%
183
-352
2442
$16.7K ﹤0.01%
162
+5
2443
$16.7K ﹤0.01%
+600
2444
$16.7K ﹤0.01%
+2,000
2445
$16.7K ﹤0.01%
+574
2446
$16.6K ﹤0.01%
3,510
+36
2447
$16.6K ﹤0.01%
231
2448
$16.6K ﹤0.01%
1,665
-4,086
2449
$16.5K ﹤0.01%
2,061
+510
2450
$16.5K ﹤0.01%
+400
96 97
98
99 100