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
651
$978K ﹤0.01%
6,084
+3,852
652
$977K ﹤0.01%
49,721
+129
653
$968K ﹤0.01%
36,424
-2,786
654
$965K ﹤0.01%
25,477
+138
655
$957K ﹤0.01%
16,623
-21,937
656
$952K ﹤0.01%
2,401
+147
657
$951K ﹤0.01%
19,162
-5,682
658
$942K ﹤0.01%
11,749
+9,431
659
$938K ﹤0.01%
12,976
+8,475
660
$935K ﹤0.01%
28,819
-774
661
$932K ﹤0.01%
9,487
+1,510
662
$931K ﹤0.01%
6,272
+419
663
$930K ﹤0.01%
6,064
+2,793
664
$923K ﹤0.01%
12,934
+8,026
665
$919K ﹤0.01%
70,491
+9,542
666
$916K ﹤0.01%
5,508
+1,303
667
$912K ﹤0.01%
7,895
+113
668
$911K ﹤0.01%
60,937
669
$907K ﹤0.01%
9,422
+1,440
670
$906K ﹤0.01%
41,612
+3,766
671
$905K ﹤0.01%
38,847
+16,098
672
$901K ﹤0.01%
16,233
+1,723
673
$892K ﹤0.01%
36,233
-976
674
$891K ﹤0.01%
34,028
+1,048
675
$882K ﹤0.01%
24,740
-2,857
25 26
27
28 29