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
676
$880K ﹤0.01%
3,521
+879
677
$880K ﹤0.01%
22,711
-195
678
$879K ﹤0.01%
34,641
-621
679
$879K ﹤0.01%
6,901
-9
680
$874K ﹤0.01%
3,768
+132
681
$872K ﹤0.01%
14,028
+3,690
682
$871K ﹤0.01%
10,857
+416
683
$869K ﹤0.01%
12,031
+4,146
684
$866K ﹤0.01%
10,561
+965
685
$858K ﹤0.01%
17,176
+1,398
686
$856K ﹤0.01%
5,284
-611
687
$852K ﹤0.01%
46,896
-26,544
688
$851K ﹤0.01%
15,730
+4,856
689
$839K ﹤0.01%
3,983
-1,433
690
$833K ﹤0.01%
30,656
-2,794
691
$829K ﹤0.01%
+35,192
692
$827K ﹤0.01%
12,229
+195
693
$827K ﹤0.01%
6,883
+1,173
694
$820K ﹤0.01%
25,998
-2,395
695
$816K ﹤0.01%
29,808
+11,374
696
$809K ﹤0.01%
18,500
-2,133
697
$809K ﹤0.01%
23,340
-842
698
$805K ﹤0.01%
46,232
+21,416
699
$804K ﹤0.01%
5,825
+351
700
$801K ﹤0.01%
14,234
+11,155
26 27
28
29 30