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
876
$432K ﹤0.01%
11,990
-277
877
$432K ﹤0.01%
7,998
-3,977
878
$432K ﹤0.01%
9,920
+984
879
$431K ﹤0.01%
5,929
+355
880
$430K ﹤0.01%
7,340
+392
881
$429K ﹤0.01%
7,732
+4,031
882
$427K ﹤0.01%
7,211
-204
883
$426K ﹤0.01%
43,481
-12,299
884
$426K ﹤0.01%
2,433
+800
885
$424K ﹤0.01%
14,040
-4,221
886
$420K ﹤0.01%
6,217
+5,000
887
$419K ﹤0.01%
4,851
+222
888
$419K ﹤0.01%
30,545
889
$419K ﹤0.01%
33,210
-9,223
890
$419K ﹤0.01%
12,733
-3,411
891
$418K ﹤0.01%
817
-2,182
892
$416K ﹤0.01%
5,236
+314
893
$414K ﹤0.01%
9,306
+3,460
894
$414K ﹤0.01%
1,443
+427
895
$412K ﹤0.01%
29,040
+733
896
$412K ﹤0.01%
18,070
+630
897
$409K ﹤0.01%
32,893
+2,841
898
$408K ﹤0.01%
3,895
+646
899
$408K ﹤0.01%
2,701
-1,268
900
$406K ﹤0.01%
35,796
-1,425
34 35
36
37 38