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
276
$6.78M 0.02%
81,908
-7,964
277
$6.6M 0.02%
87,786
-258
278
$6.58M 0.02%
14,547
+56
279
$6.57M 0.02%
43,366
+5,769
280
$6.5M 0.02%
42,886
+2,147
281
$6.49M 0.02%
191,908
-23,339
282
$6.38M 0.01%
104,817
-11,163
283
$6.38M 0.01%
60,262
+1,564
284
$6.29M 0.01%
352,354
-13,132
285
$6.17M 0.01%
118,632
-2,532
286
$6.15M 0.01%
77,024
+3,727
287
$6.04M 0.01%
93,338
+680
288
$6.01M 0.01%
215,364
+12,038
289
$5.95M 0.01%
15,663
+1,627
290
$5.93M 0.01%
73,783
+4,119
291
$5.91M 0.01%
227,181
+193,823
292
$5.89M 0.01%
29,150
-2,151
293
$5.88M 0.01%
191,637
-3,621
294
$5.84M 0.01%
307,620
-23,022
295
$5.84M 0.01%
86,917
+2,529
296
$5.84M 0.01%
327,857
+4,218
297
$5.83M 0.01%
94,521
-17,801
298
$5.8M 0.01%
27,387
+17,895
299
$5.79M 0.01%
70,352
+5,304
300
$5.78M 0.01%
235,220
+59,568
10 11
12
13 14