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
251
$8.16M 0.02%
111,656
+10,522
252
$8.07M 0.02%
33,961
-496
253
$8.01M 0.02%
622,169
-26,023
254
$7.95M 0.02%
197,611
+7,914
255
$7.74M 0.02%
81,980
-55,708
256
$7.73M 0.02%
153,097
+4,968
257
$7.72M 0.02%
124,825
+119,624
258
$7.72M 0.02%
167,835
+419
259
$7.71M 0.02%
14,012
+6,638
260
$7.63M 0.02%
124,211
-4,744
261
$7.62M 0.02%
306,075
+11,978
262
$7.61M 0.02%
134,582
+109,866
263
$7.61M 0.02%
83,193
+7,492
264
$7.61M 0.02%
68,841
+6,907
265
$7.57M 0.02%
50,870
+4,047
266
$7.54M 0.02%
62,666
-4,465
267
$7.54M 0.02%
274,666
-78,070
268
$7.52M 0.02%
96,039
+14,692
269
$7.34M 0.02%
287,010
+10,174
270
$7.32M 0.02%
216,591
+4,160
271
$7.16M 0.02%
78,211
+5,496
272
$7.1M 0.02%
334,976
+4,292
273
$7.08M 0.02%
113,929
-1,271
274
$6.96M 0.02%
143,844
+19,710
275
$6.88M 0.02%
+569,016
9 10
11
12 13