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
351
$4.14M 0.01%
99,475
+10,610
352
$4.13M 0.01%
69,648
-11,136
353
$4.12M 0.01%
98,550
+26,137
354
$4.11M 0.01%
41,277
+16,133
355
$4.1M 0.01%
69,687
-11,789
356
$4.06M 0.01%
132,543
+3,260
357
$4.02M 0.01%
66,868
+16,410
358
$4.02M 0.01%
33,475
+1,363
359
$3.99M 0.01%
14,661
-6,934
360
$3.98M 0.01%
68,660
+21,275
361
$3.96M 0.01%
123,897
-917
362
$3.87M 0.01%
30,615
+24,777
363
$3.85M 0.01%
272,829
+266,380
364
$3.84M 0.01%
74,078
-21,107
365
$3.83M 0.01%
11
-1
366
$3.82M 0.01%
13,993
+2,070
367
$3.82M 0.01%
41,697
+21,229
368
$3.81M 0.01%
36,518
+34,949
369
$3.79M 0.01%
21,544
+719
370
$3.78M 0.01%
64,904
-5,792
371
$3.78M 0.01%
24,922
+20,889
372
$3.69M 0.01%
182,655
-30,230
373
$3.67M 0.01%
73,221
+1,687
374
$3.65M 0.01%
+53,022
375
$3.56M 0.01%
358,464
+6,674
13 14
15
16 17