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
426
$2.56M 0.01%
97,362
+17,880
427
$2.54M 0.01%
25,673
-2,085
428
$2.51M 0.01%
12,066
-424
429
$2.51M 0.01%
88,703
-71,589
430
$2.5M 0.01%
37,448
-650
431
$2.48M 0.01%
35,460
+4,519
432
$2.47M 0.01%
8,082
+386
433
$2.47M 0.01%
81,958
+750
434
$2.44M 0.01%
26,889
-2,463
435
$2.44M 0.01%
60,928
+466
436
$2.44M 0.01%
111,825
+18,623
437
$2.43M 0.01%
8,634
+8,612
438
$2.4M 0.01%
21,050
+2,279
439
$2.39M 0.01%
47,148
-67,552
440
$2.38M 0.01%
33,217
+6,409
441
$2.37M 0.01%
6,598
-6,948
442
$2.36M 0.01%
15,981
-1,463
443
$2.36M 0.01%
17,883
+3,791
444
$2.35M 0.01%
175,787
-5,613
445
$2.35M 0.01%
11,311
-2,591
446
$2.35M 0.01%
86,656
-2,708
447
$2.34M 0.01%
88,726
+2,581
448
$2.29M 0.01%
38,049
-5,950
449
$2.29M 0.01%
63,481
-641
450
$2.26M 0.01%
60,707
-701
16 17
18
19 20