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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
2101
$11K ﹤0.01%
800
-1,429
2102
$11K ﹤0.01%
169
+81
2103
$11K ﹤0.01%
744
+21
2104
$11K ﹤0.01%
745
2105
$11K ﹤0.01%
143
-6
2106
$11K ﹤0.01%
+624
2107
$11K ﹤0.01%
283
-24
2108
$11K ﹤0.01%
+125
2109
$11K ﹤0.01%
773
-1,024
2110
$11K ﹤0.01%
390
-2,300
2111
$11K ﹤0.01%
122
+43
2112
$11K ﹤0.01%
+2,800
2113
$11K ﹤0.01%
285
2114
$11K ﹤0.01%
47
+30
2115
$11K ﹤0.01%
240
2116
$11K ﹤0.01%
+337
2117
$11K ﹤0.01%
676
-6,887
2118
$11K ﹤0.01%
204
-5,679
2119
$11K ﹤0.01%
+152
2120
$11K ﹤0.01%
+1,218
2121
$11K ﹤0.01%
+800
2122
$11K ﹤0.01%
222
+98
2123
$10K ﹤0.01%
1,140
2124
$10K ﹤0.01%
271
+106
2125
$10K ﹤0.01%
196