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
576
$1.31M ﹤0.01%
7,422
+294
577
$1.3M ﹤0.01%
9,208
+1,324
578
$1.3M ﹤0.01%
6,869
+65
579
$1.29M ﹤0.01%
7,631
+1,647
580
$1.29M ﹤0.01%
32,476
+3,869
581
$1.29M ﹤0.01%
30,611
+10,805
582
$1.29M ﹤0.01%
87,520
+12,337
583
$1.28M ﹤0.01%
49,794
+39,427
584
$1.28M ﹤0.01%
12,809
-637
585
$1.27M ﹤0.01%
62,609
+49,399
586
$1.26M ﹤0.01%
34,790
+1,427
587
$1.25M ﹤0.01%
26,873
+3,556
588
$1.25M ﹤0.01%
1,055
+76
589
$1.23M ﹤0.01%
21,179
-341
590
$1.23M ﹤0.01%
14,141
+1,937
591
$1.23M ﹤0.01%
41,714
+18,829
592
$1.23M ﹤0.01%
24,522
+2,874
593
$1.22M ﹤0.01%
2,520
-19
594
$1.21M ﹤0.01%
10,559
+3,017
595
$1.21M ﹤0.01%
22,356
-1,632
596
$1.21M ﹤0.01%
13,344
-904
597
$1.2M ﹤0.01%
28,658
-3,811
598
$1.2M ﹤0.01%
4,410
+424
599
$1.19M ﹤0.01%
20,565
600
$1.18M ﹤0.01%
1,190
-55
22 23
24
25 26