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
726
$728K ﹤0.01%
13,179
+449
727
$727K ﹤0.01%
16,354
-19
728
$726K ﹤0.01%
6,461
-173
729
$725K ﹤0.01%
50,155
+8,945
730
$725K ﹤0.01%
9,700
-1,301
731
$723K ﹤0.01%
2,491
+220
732
$722K ﹤0.01%
4,875
-789
733
$720K ﹤0.01%
9,163
-76
734
$719K ﹤0.01%
10,500
+500
735
$718K ﹤0.01%
54,344
-695
736
$711K ﹤0.01%
6,280
+2,590
737
$710K ﹤0.01%
6,287
+2,958
738
$707K ﹤0.01%
42,911
-7,185
739
$707K ﹤0.01%
5,439
-7,540
740
$703K ﹤0.01%
14,348
-1,129
741
$703K ﹤0.01%
20,987
-172
742
$698K ﹤0.01%
44,270
-11,068
743
$698K ﹤0.01%
16,330
-3,166
744
$698K ﹤0.01%
18,153
745
$689K ﹤0.01%
52,254
+16,366
746
$688K ﹤0.01%
11,253
+643
747
$685K ﹤0.01%
13,577
-295
748
$683K ﹤0.01%
8,751
+451
749
$682K ﹤0.01%
+47,090
750
$680K ﹤0.01%
19,998
+2,608
28 29
30
31 32