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
2801
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-100
2802
$0 ﹤0.01%
9
2803
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-439
2804
$0 ﹤0.01%
13
2805
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-295
2806
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-22,176
2807
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2808
$0 ﹤0.01%
242
2809
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-250
2810
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3
2811
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-2,500
2812
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-33,500
2813
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2814
$0 ﹤0.01%
6
2815
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2816
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+3
2817
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2818
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2819
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2820
$0 ﹤0.01%
12
-1
2821
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-100
2822
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-49
2823
– –
-4,592
2824
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-25
2825
– –
-200
111 112
113
114 115