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
526
$1.65M ﹤0.01%
6,272
+1,282
527
$1.64M ﹤0.01%
29,562
-1,805
528
$1.64M ﹤0.01%
10,218
+259
529
$1.64M ﹤0.01%
48,499
+5,830
530
$1.63M ﹤0.01%
131,695
-1,892
531
$1.63M ﹤0.01%
6,281
+675
532
$1.62M ﹤0.01%
6,073
+1,519
533
$1.62M ﹤0.01%
28,964
+5,936
534
$1.61M ﹤0.01%
50,675
-50,717
535
$1.6M ﹤0.01%
30,401
-1,649
536
$1.59M ﹤0.01%
17,256
-29,796
537
$1.59M ﹤0.01%
30,561
+6,996
538
$1.59M ﹤0.01%
39,079
-14,230
539
$1.58M ﹤0.01%
37,685
-230
540
$1.58M ﹤0.01%
32,524
+1,160
541
$1.56M ﹤0.01%
14,219
+619
542
$1.56M ﹤0.01%
51,795
+6,225
543
$1.56M ﹤0.01%
19,593
-1,053
544
$1.55M ﹤0.01%
25,169
+12,234
545
$1.54M ﹤0.01%
61,152
+22,486
546
$1.53M ﹤0.01%
253,104
+91,169
547
$1.53M ﹤0.01%
6,088
+34
548
$1.52M ﹤0.01%
13,822
+3,074
549
$1.51M ﹤0.01%
4,674
+134
550
$1.5M ﹤0.01%
7,210
-382
20 21
22
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