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
901
$405K ﹤0.01%
9,326
+1,224
902
$399K ﹤0.01%
1,095
+625
903
$399K ﹤0.01%
10,628
+296
904
$398K ﹤0.01%
4,566
+1,617
905
$396K ﹤0.01%
3,083
+1,470
906
$396K ﹤0.01%
7,220
+1,838
907
$395K ﹤0.01%
5,364
+2,113
908
$394K ﹤0.01%
26,127
+9,927
909
$393K ﹤0.01%
8,407
+18
910
$393K ﹤0.01%
636
-52
911
$392K ﹤0.01%
6,252
+3,942
912
$391K ﹤0.01%
7,425
+111
913
$388K ﹤0.01%
8,347
+1,503
914
$386K ﹤0.01%
721
-136
915
$386K ﹤0.01%
19,027
+11,505
916
$385K ﹤0.01%
13,051
+529
917
$383K ﹤0.01%
1,923
+92
918
$382K ﹤0.01%
+2,146
919
$382K ﹤0.01%
10,298
+3,176
920
$381K ﹤0.01%
6,810
+3,200
921
$381K ﹤0.01%
992
+565
922
$380K ﹤0.01%
7,095
+476
923
$380K ﹤0.01%
17,553
+574
924
$380K ﹤0.01%
23,504
+969
925
$374K ﹤0.01%
+13,272
35 36
37
38 39