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
826
$512K ﹤0.01%
5,238
+1,202
827
$512K ﹤0.01%
13,462
828
$512K ﹤0.01%
3,114
-730
829
$512K ﹤0.01%
2,934
+699
830
$508K ﹤0.01%
11,288
+652
831
$505K ﹤0.01%
914
832
$502K ﹤0.01%
5,430
+2,970
833
$502K ﹤0.01%
7,312
-771
834
$497K ﹤0.01%
7,944
835
$496K ﹤0.01%
10,893
-1,621
836
$495K ﹤0.01%
10,524
+3,158
837
$492K ﹤0.01%
32,578
+22,927
838
$488K ﹤0.01%
7,649
-7,052
839
$488K ﹤0.01%
14,306
-5,357
840
$486K ﹤0.01%
4,046
841
$486K ﹤0.01%
7,783
+3,064
842
$484K ﹤0.01%
70,142
-482
843
$483K ﹤0.01%
33,138
+31,745
844
$481K ﹤0.01%
29,368
-2,166
845
$479K ﹤0.01%
27,660
-4,487
846
$478K ﹤0.01%
16,760
+850
847
$477K ﹤0.01%
26,373
-358
848
$475K ﹤0.01%
9,904
-65
849
$472K ﹤0.01%
5,065
+442
850
$472K ﹤0.01%
17,414
+966
32 33
34
35 36