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
51
$97.6M 0.23%
820,638
+58,923
52
$92.1M 0.21%
1,463,297
+117,353
53
$90.5M 0.21%
661,772
-2,205
54
$86.6M 0.2%
317,212
+12,424
55
$85.7M 0.2%
3,770,562
+145,425
56
$85.1M 0.2%
476,914
+2,243
57
$81.5M 0.19%
701,015
+133,869
58
$78.6M 0.18%
359,131
+15,941
59
$78.4M 0.18%
616,832
+19,188
60
$77.6M 0.18%
562,101
+34,221
61
$75.5M 0.17%
3,738,675
+3,027,693
62
$73.6M 0.17%
317,319
+11,132
63
$71.8M 0.17%
699,070
+51,280
64
$71.7M 0.17%
1,224,652
+71,634
65
$68M 0.16%
674,335
+32,042
66
$66.1M 0.15%
1,326,987
+33,152
67
$65.7M 0.15%
184,138
-12,742
68
$63.2M 0.15%
1,409,614
+274,190
69
$62.9M 0.15%
1,166,857
+45,021
70
$60.8M 0.14%
3,789,552
-85,192
71
$60.3M 0.14%
269,536
-30,319
72
$60.1M 0.14%
876,622
-4,906
73
$59.5M 0.14%
500,047
+6,295
74
$59.4M 0.14%
327,873
+22,273
75
$59.2M 0.14%
685,138
-242,097
1 2
3
4 5