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
376
$3.54M 0.01%
233,634
-5,730
377
$3.54M 0.01%
23,132
+2,325
378
$3.53M 0.01%
9,813
+2,003
379
$3.46M 0.01%
14,182
-3,726
380
$3.44M 0.01%
49,029
-96,468
381
$3.42M 0.01%
232,807
+12,072
382
$3.38M 0.01%
19,701
+593
383
$3.37M 0.01%
21,222
+3,791
384
$3.32M 0.01%
95,459
-131,920
385
$3.32M 0.01%
42,478
+491
386
$3.28M 0.01%
23,180
+8,505
387
$3.27M 0.01%
52,022
+1,112
388
$3.23M 0.01%
258,299
+14,735
389
$3.22M 0.01%
29,250
-121
390
$3.22M 0.01%
13,609
+2,444
391
$3.22M 0.01%
9,536
+8,335
392
$3.19M 0.01%
108,087
-12,709
393
$3.18M 0.01%
34,148
+2,510
394
$3.15M 0.01%
230,448
+30,601
395
$3.15M 0.01%
26,888
+3,000
396
$3.12M 0.01%
46,129
-1,422
397
$3.08M 0.01%
183,483
-2,330
398
$3.08M 0.01%
12,573
+1,725
399
$3.08M 0.01%
21,948
+15,389
400
$3.06M 0.01%
52,254
-14,616
14 15
16
17 18