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
951
$351K ﹤0.01%
5,766
+683
952
$351K ﹤0.01%
5,588
+1,853
953
$348K ﹤0.01%
27,744
+3,982
954
$348K ﹤0.01%
3,700
-273
955
$345K ﹤0.01%
3,470
+807
956
$345K ﹤0.01%
14,740
+430
957
$343K ﹤0.01%
26,791
-1,597
958
$342K ﹤0.01%
18,268
+15,415
959
$340K ﹤0.01%
6,947
+578
960
$338K ﹤0.01%
2,177
-57
961
$338K ﹤0.01%
9,986
-1,509
962
$336K ﹤0.01%
15,462
+8,171
963
$335K ﹤0.01%
2,828
+252
964
$335K ﹤0.01%
21,060
+968
965
$335K ﹤0.01%
4,571
+295
966
$332K ﹤0.01%
62,774
-315,839
967
$332K ﹤0.01%
26,103
+6,300
968
$331K ﹤0.01%
12,240
+9,099
969
$330K ﹤0.01%
2,767
+274
970
$328K ﹤0.01%
1,875
+1,374
971
$327K ﹤0.01%
3,265
+442
972
$327K ﹤0.01%
1,914
-106
973
$326K ﹤0.01%
4,705
+21
974
$324K ﹤0.01%
2,467
+61
975
$322K ﹤0.01%
36,409
+12,330
37 38
39
40 41