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

Top Buys

1
+$312M
2
+$149M
3
+$117M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$83.5M
5
IAU icon
iShares Gold Trust
IAU
+$75.3M

Top Sells

1
+$77.5M
2
+$33.2M
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
226
$10.5M 0.02%
100,508
-5,847
227
$10.4M 0.02%
111,660
+84,469
228
$10.3M 0.02%
133,186
+39,326
229
$10.3M 0.02%
165,394
-731
230
$9.95M 0.02%
38,306
+1,104
231
$9.94M 0.02%
62,594
+2,475
232
$9.82M 0.02%
35,695
+18,590
233
$9.73M 0.02%
60,604
+4,943
234
$9.69M 0.02%
68,846
-10,853
235
$9.64M 0.02%
203,431
-1,555
236
$9.62M 0.02%
177,097
+63,289
237
$9.5M 0.02%
43,655
-8,844
238
$9.46M 0.02%
129,849
-1,656
239
$9.21M 0.02%
84,594
-7,783
240
$8.98M 0.02%
80,738
+75,867
241
$8.82M 0.02%
72,359
+10,426
242
$8.8M 0.02%
102,730
+1,855
243
$8.77M 0.02%
185,763
-36,950
244
$8.69M 0.02%
75,973
+1,006
245
$8.47M 0.02%
205,965
-26,549
246
$8.39M 0.02%
155,817
+47,583
247
$8.31M 0.02%
60,953
+3,459
248
$8.23M 0.02%
48,432
+2,399
249
$8.23M 0.02%
90,190
+1,528
250
$8.21M 0.02%
24,240
+636
8 9
10
11 12