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
301
$5.78M 0.01%
89,703
+87,743
302
$5.74M 0.01%
27,305
+7,002
303
$5.67M 0.01%
98,108
+5,067
304
$5.64M 0.01%
121,087
+3,048
305
$5.6M 0.01%
112,050
+95,883
306
$5.59M 0.01%
7,830
+2,222
307
$5.52M 0.01%
115,197
+30,834
308
$5.45M 0.01%
358,471
+13,011
309
$5.37M 0.01%
82,804
-4,030
310
$5.35M 0.01%
24,743
+3,697
311
$5.34M 0.01%
85,735
+2,871
312
$5.27M 0.01%
193,335
+19,317
313
$5.26M 0.01%
20,326
+10,987
314
$5.25M 0.01%
37,638
-1,473
315
$5.24M 0.01%
758,944
-9,242
316
$5.23M 0.01%
323,800
-2,190
317
$5.15M 0.01%
60,181
+2,237
318
$5.13M 0.01%
339,409
-103,723
319
$5.1M 0.01%
74,619
+5,379
320
$5.07M 0.01%
108,803
+14,706
321
$5.04M 0.01%
166,976
-32,297
322
$5.03M 0.01%
20,529
+3,961
323
$4.99M 0.01%
66,313
-2,753
324
$4.9M 0.01%
86,831
+8,733
325
$4.88M 0.01%
23,965
-3,600
11 12
13
14 15