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
776
$616K ﹤0.01%
70,243
+5,511
777
$613K ﹤0.01%
9,088
+3,214
778
$610K ﹤0.01%
7,610
+3,390
779
$608K ﹤0.01%
37,362
+890
780
$604K ﹤0.01%
5,848
+820
781
$603K ﹤0.01%
15,095
-1,935
782
$602K ﹤0.01%
12,684
-1,009
783
$599K ﹤0.01%
10,950
+7,308
784
$595K ﹤0.01%
22,000
-4
785
$594K ﹤0.01%
14,553
+363
786
$592K ﹤0.01%
46,551
-495
787
$590K ﹤0.01%
15,865
+3,425
788
$587K ﹤0.01%
3,756
+159
789
$584K ﹤0.01%
18,720
+863
790
$577K ﹤0.01%
25,315
+6,455
791
$576K ﹤0.01%
13,484
-3,550
792
$575K ﹤0.01%
47,393
+4,237
793
$570K ﹤0.01%
4,754
-2,728
794
$569K ﹤0.01%
5,090
-520
795
$566K ﹤0.01%
9,833
+2,499
796
$565K ﹤0.01%
20,432
-20,432
797
$564K ﹤0.01%
3,224
+942
798
$562K ﹤0.01%
17,270
-825
799
$561K ﹤0.01%
1,375
+248
800
$556K ﹤0.01%
34,370
30 31
32
33 34