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
476
$2.02M ﹤0.01%
24,114
+536
477
$2M ﹤0.01%
6,343
+805
478
$1.99M ﹤0.01%
49,076
-105,933
479
$1.97M ﹤0.01%
32,964
-58,193
480
$1.96M ﹤0.01%
163,599
+22,793
481
$1.95M ﹤0.01%
3,986
+1,795
482
$1.93M ﹤0.01%
55,208
+3,630
483
$1.93M ﹤0.01%
19,237
+18,945
484
$1.92M ﹤0.01%
12,629
+1,768
485
$1.91M ﹤0.01%
40,106
+9,213
486
$1.9M ﹤0.01%
23,832
-2,209
487
$1.89M ﹤0.01%
123,958
-28,064
488
$1.88M ﹤0.01%
47,484
+16,795
489
$1.88M ﹤0.01%
28,608
+8,832
490
$1.88M ﹤0.01%
42,549
-57,795
491
$1.88M ﹤0.01%
11,808
-204
492
$1.87M ﹤0.01%
12,507
-881
493
$1.87M ﹤0.01%
21,896
-1,293
494
$1.86M ﹤0.01%
66,381
+1,588
495
$1.84M ﹤0.01%
27,581
+2,389
496
$1.83M ﹤0.01%
53,336
+14,175
497
$1.83M ﹤0.01%
26,522
+1,348
498
$1.83M ﹤0.01%
9,404
+213
499
$1.83M ﹤0.01%
+143,881
500
$1.82M ﹤0.01%
230,043
+26,542
18 19
20
21 22