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
701
$799K ﹤0.01%
7,288
+4,134
702
$793K ﹤0.01%
36,159
-7,931
703
$793K ﹤0.01%
15,717
+154
704
$791K ﹤0.01%
54,849
+47,025
705
$791K ﹤0.01%
17,358
+1,929
706
$787K ﹤0.01%
28,546
+8,065
707
$783K ﹤0.01%
9,437
+1,361
708
$782K ﹤0.01%
26,874
+5,556
709
$782K ﹤0.01%
10,734
-181
710
$777K ﹤0.01%
7,636
-1,475
711
$775K ﹤0.01%
8,849
+3,710
712
$775K ﹤0.01%
18,797
-5,494
713
$772K ﹤0.01%
11,378
+3,605
714
$771K ﹤0.01%
24,246
-19,475
715
$767K ﹤0.01%
25,934
-145
716
$761K ﹤0.01%
13,050
+4,374
717
$761K ﹤0.01%
737
+90
718
$758K ﹤0.01%
49,397
-3,871
719
$756K ﹤0.01%
8,051
-65
720
$755K ﹤0.01%
8,849
+4,041
721
$748K ﹤0.01%
19,742
-818
722
$744K ﹤0.01%
7,992
+583
723
$744K ﹤0.01%
46,149
+12,270
724
$742K ﹤0.01%
4,155
-1,242
725
$736K ﹤0.01%
57,685
+11,013
27 28
29
30 31