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
1076
$239K ﹤0.01%
4,609
+109
1077
$239K ﹤0.01%
1,812
+1,484
1078
$239K ﹤0.01%
4,595
-1,049
1079
$238K ﹤0.01%
2,661
+1,448
1080
$236K ﹤0.01%
8,726
+521
1081
$236K ﹤0.01%
3,320
-1,299
1082
$235K ﹤0.01%
8,102
-1,591
1083
$235K ﹤0.01%
36,250
+33,250
1084
$235K ﹤0.01%
2,630
-374
1085
$235K ﹤0.01%
3,129
+495
1086
$235K ﹤0.01%
3,465
-604
1087
$234K ﹤0.01%
3,906
+30
1088
$234K ﹤0.01%
4,961
-195
1089
$232K ﹤0.01%
4,371
+437
1090
$232K ﹤0.01%
1,333
+3
1091
$231K ﹤0.01%
2,654
+513
1092
$231K ﹤0.01%
5,091
+2,831
1093
$231K ﹤0.01%
3,736
+3,220
1094
$230K ﹤0.01%
19,353
+11,280
1095
$230K ﹤0.01%
11,109
+600
1096
$229K ﹤0.01%
22,310
-3,002
1097
$229K ﹤0.01%
2,368
-152
1098
$229K ﹤0.01%
3,468
+79
1099
$229K ﹤0.01%
+6,277
1100
$229K ﹤0.01%
1,682
+279
42 43
44
45 46