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
401
$3.03M 0.01%
31,650
+35
402
$3.01M 0.01%
21,476
-1,150
403
$3M 0.01%
122,996
+11,860
404
$2.98M 0.01%
30,651
+4,327
405
$2.86M 0.01%
76,015
+7,385
406
$2.86M 0.01%
60,887
-1,379
407
$2.85M 0.01%
19,122
+4,339
408
$2.83M 0.01%
11,129
+1,800
409
$2.83M 0.01%
123,800
-1,349
410
$2.83M 0.01%
100,914
+50,092
411
$2.83M 0.01%
23,718
+18,320
412
$2.8M 0.01%
197,745
+28,729
413
$2.78M 0.01%
33,350
+1,479
414
$2.76M 0.01%
39,418
+1,780
415
$2.73M 0.01%
10,346
-517
416
$2.71M 0.01%
17,607
+779
417
$2.69M 0.01%
192,651
+17,501
418
$2.69M 0.01%
117,856
-145,787
419
$2.67M 0.01%
100,103
+96,948
420
$2.67M 0.01%
30,330
+9,829
421
$2.65M 0.01%
4,008
+177
422
$2.63M 0.01%
37,530
-51,592
423
$2.62M 0.01%
58,951
+1,699
424
$2.56M 0.01%
48,330
+9,794
425
$2.56M 0.01%
31,894
+954
15 16
17
18 19