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
2476
$2K ﹤0.01%
+15
2477
$2K ﹤0.01%
1,667
2478
$2K ﹤0.01%
237
2479
$2K ﹤0.01%
285
2480
$2K ﹤0.01%
32
-22
2481
$2K ﹤0.01%
+176
2482
$2K ﹤0.01%
55
2483
$1K ﹤0.01%
41
+13
2484
$1K ﹤0.01%
20
2485
$1K ﹤0.01%
151
-504
2486
$1K ﹤0.01%
+30
2487
$1K ﹤0.01%
+6
2488
$1K ﹤0.01%
14
-168
2489
$1K ﹤0.01%
100
2490
$1K ﹤0.01%
57
2491
$1K ﹤0.01%
180
2492
$1K ﹤0.01%
+167
2493
$1K ﹤0.01%
107
2494
$1K ﹤0.01%
+18
2495
$1K ﹤0.01%
+8
2496
$1K ﹤0.01%
+9
2497
$1K ﹤0.01%
+145
2498
$1K ﹤0.01%
112
2499
$1K ﹤0.01%
+76
2500
$1K ﹤0.01%
48
98 99
100
101 102