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
$43.3B
AUM Growth
+$6.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$296M
2
+$148M
3
+$109M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$78.1M
5
IAU icon
iShares Gold Trust
IAU
+$74.3M

Top Sells

1
+$75.1M
2
+$31.8M
3
+$20.9M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$12.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$12.1M

Sector Composition

1 Technology 2.79%
2 Financials 1.44%
3 Consumer Discretionary 1.37%
4 Healthcare 1.2%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
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-195,875
2602
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-3,797
2603
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-133
2604
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-25
2605
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2606
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2607
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2608
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2609
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-5,700
2610
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0
2611
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2612
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2613
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2614
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-14,934
2615
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-167
2616
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2617
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2618
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2619
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2620
$0 ﹤0.01%
2
2621
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2622
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-600
2623
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-100
2624
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-1,507
2625
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-5,168
103 104
105
106 107