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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
2401
$3K ﹤0.01%
+50
2402
$3K ﹤0.01%
75
2403
$3K ﹤0.01%
+729
2404
$3K ﹤0.01%
+65
2405
$3K ﹤0.01%
+350
2406
$3K ﹤0.01%
396
-396
2407
$3K ﹤0.01%
144
+16
2408
$3K ﹤0.01%
72
-94
2409
$2K ﹤0.01%
+42
2410
$2K ﹤0.01%
18
-124
2411
$2K ﹤0.01%
100
-50
2412
$2K ﹤0.01%
6
+4
2413
$2K ﹤0.01%
+10
2414
$2K ﹤0.01%
571
2415
$2K ﹤0.01%
+35
2416
$2K ﹤0.01%
84
2417
$2K ﹤0.01%
+38
2418
$2K ﹤0.01%
+250
2419
$2K ﹤0.01%
+22
2420
$2K ﹤0.01%
130
+77
2421
$2K ﹤0.01%
321
2422
$2K ﹤0.01%
400
-64
2423
$2K ﹤0.01%
500
-3,500
2424
$2K ﹤0.01%
3
-24
2425
$2K ﹤0.01%
100
95 96
97
98 99