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
751
$679K ﹤0.01%
18,009
+1,526
752
$666K ﹤0.01%
15,524
-1,097
753
$660K ﹤0.01%
3,686
+502
754
$660K ﹤0.01%
98,794
-41,520
755
$657K ﹤0.01%
5,348
+1,300
756
$655K ﹤0.01%
22,363
+6,594
757
$645K ﹤0.01%
12,844
+1,456
758
$640K ﹤0.01%
33,835
-5,037
759
$639K ﹤0.01%
24,019
-2,348
760
$639K ﹤0.01%
6,818
-1,095
761
$636K ﹤0.01%
4,115
+573
762
$634K ﹤0.01%
12,718
-34,908
763
$633K ﹤0.01%
42,290
764
$631K ﹤0.01%
6,281
+1,213
765
$630K ﹤0.01%
6,032
+2,570
766
$630K ﹤0.01%
14,828
+2,599
767
$627K ﹤0.01%
1,099
+1,012
768
$626K ﹤0.01%
16,161
+17
769
$624K ﹤0.01%
4,696
+60
770
$624K ﹤0.01%
65,240
-40,917
771
$624K ﹤0.01%
42,762
+2,827
772
$620K ﹤0.01%
2,224
+102
773
$620K ﹤0.01%
9,135
+4,948
774
$618K ﹤0.01%
1,610
+83
775
$618K ﹤0.01%
1,594
-420
29 30
31
32 33