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
1176
$181K ﹤0.01%
5,585
+8
1177
$180K ﹤0.01%
4,628
+904
1178
$180K ﹤0.01%
14,106
+12,959
1179
$180K ﹤0.01%
3,480
+1,681
1180
$180K ﹤0.01%
2,298
+178
1181
$179K ﹤0.01%
4,439
-557
1182
$179K ﹤0.01%
3,105
+1,342
1183
$178K ﹤0.01%
+12,427
1184
$178K ﹤0.01%
2,491
+516
1185
$178K ﹤0.01%
2,102
1186
$177K ﹤0.01%
+34,866
1187
$177K ﹤0.01%
7,441
1188
$176K ﹤0.01%
8,473
+75
1189
$176K ﹤0.01%
14,839
+1,867
1190
$176K ﹤0.01%
3,036
+369
1191
$176K ﹤0.01%
15,844
+3,529
1192
$176K ﹤0.01%
3,256
+1,793
1193
$176K ﹤0.01%
14,817
+2,440
1194
$175K ﹤0.01%
10,059
-3,517
1195
$175K ﹤0.01%
2,865
-67
1196
$174K ﹤0.01%
975
+291
1197
$174K ﹤0.01%
2,814
+1,810
1198
$174K ﹤0.01%
2,708
+606
1199
$174K ﹤0.01%
21,119
+189
1200
$173K ﹤0.01%
2,642
+29
46 47
48
49 50