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
851
$471K ﹤0.01%
11,144
+4,200
852
$470K ﹤0.01%
28,634
+8,376
853
$468K ﹤0.01%
4,398
-7,034
854
$467K ﹤0.01%
32,723
+8,800
855
$466K ﹤0.01%
37,339
+27,811
856
$465K ﹤0.01%
2,327
+1,345
857
$463K ﹤0.01%
10,736
+1,957
858
$463K ﹤0.01%
1,641
+350
859
$460K ﹤0.01%
10,126
-2,513
860
$457K ﹤0.01%
5,158
+473
861
$453K ﹤0.01%
1,595
+11
862
$452K ﹤0.01%
4,297
-2,718
863
$450K ﹤0.01%
9,655
+1,065
864
$450K ﹤0.01%
17,369
+1,865
865
$450K ﹤0.01%
2,721
866
$449K ﹤0.01%
15,754
+4,025
867
$448K ﹤0.01%
13,948
-27
868
$448K ﹤0.01%
27,919
869
$446K ﹤0.01%
21,675
+3,446
870
$443K ﹤0.01%
6,141
+877
871
$442K ﹤0.01%
13,135
+764
872
$439K ﹤0.01%
1,637
+39
873
$439K ﹤0.01%
2,149
-387
874
$438K ﹤0.01%
37,251
-8,436
875
$433K ﹤0.01%
8,100
-663
33 34
35
36 37