Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
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
+$3.02B
2
+$2.87B
3
+$227M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$188M
5
V icon
Visa
V
+$147M

Top Sells

1
+$2.07B
2
+$936M
3
+$570M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$367M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$283M

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
3801
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-1,749
3802
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-193
3803
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3804
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-31
3805
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-3
3806
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3807
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-2
3808
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3809
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3810
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-2,065
3811
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-34
3812
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3813
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-1,200
3814
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-682
3815
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-9
3816
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3817
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3818
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3819
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-3,000
3820
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3821
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3822
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-2
3823
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3824
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-1
3825
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-1
150 151 152
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