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
1251
$149K ﹤0.01%
+2,793
1252
$148K ﹤0.01%
1,751
1253
$148K ﹤0.01%
10,903
+42
1254
$148K ﹤0.01%
1,233
+118
1255
$147K ﹤0.01%
4,200
1256
$147K ﹤0.01%
14,500
-13,291
1257
$147K ﹤0.01%
2,202
-96
1258
$147K ﹤0.01%
11,496
1259
$146K ﹤0.01%
3,013
+990
1260
$146K ﹤0.01%
2,061
1261
$145K ﹤0.01%
+4,173
1262
$145K ﹤0.01%
4,810
-6,025
1263
$145K ﹤0.01%
1,501
-24,498
1264
$144K ﹤0.01%
4,527
1265
$144K ﹤0.01%
4,106
+47
1266
$144K ﹤0.01%
19,353
1267
$143K ﹤0.01%
6,434
+734
1268
$143K ﹤0.01%
3,670
+300
1269
$143K ﹤0.01%
3,367
+721
1270
$143K ﹤0.01%
1,049
+158
1271
$142K ﹤0.01%
5,347
+847
1272
$142K ﹤0.01%
3,534
+11
1273
$141K ﹤0.01%
4,557
-158
1274
$141K ﹤0.01%
+5,842
1275
$140K ﹤0.01%
9,320
-2,803
49 50
51
52 53