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
801
$555K ﹤0.01%
15,992
-9,579
802
$554K ﹤0.01%
3,870
+865
803
$552K ﹤0.01%
13,210
-4,720
804
$552K ﹤0.01%
4,808
+208
805
$551K ﹤0.01%
4,764
+1,299
806
$551K ﹤0.01%
9,273
-2,341
807
$548K ﹤0.01%
9,605
+1,204
808
$548K ﹤0.01%
60,982
+49,609
809
$546K ﹤0.01%
25,754
+7,546
810
$544K ﹤0.01%
6,033
+414
811
$533K ﹤0.01%
7,178
+1,513
812
$532K ﹤0.01%
38,426
+10,302
813
$532K ﹤0.01%
1,291
+124
814
$529K ﹤0.01%
10,951
+647
815
$529K ﹤0.01%
7,356
+7,349
816
$523K ﹤0.01%
5,991
+2,660
817
$522K ﹤0.01%
4,445
+570
818
$522K ﹤0.01%
13,596
-1,384
819
$521K ﹤0.01%
4,301
-33
820
$520K ﹤0.01%
41,939
-8,455
821
$519K ﹤0.01%
5,869
+4,057
822
$519K ﹤0.01%
40,165
+21,232
823
$517K ﹤0.01%
16,835
-6,831
824
$515K ﹤0.01%
16,176
+8,248
825
$514K ﹤0.01%
49,159
+31,125
31 32
33
34 35