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
1276
$139K ﹤0.01%
4,219
+3,914
1277
$139K ﹤0.01%
2,263
+2,260
1278
$138K ﹤0.01%
4,469
+4,406
1279
$138K ﹤0.01%
2,461
+911
1280
$138K ﹤0.01%
1,040
+777
1281
$138K ﹤0.01%
11,415
+3,075
1282
$138K ﹤0.01%
13,739
+2,904
1283
$137K ﹤0.01%
2,964
+2,708
1284
$137K ﹤0.01%
6,144
+4,800
1285
$136K ﹤0.01%
4,580
-640
1286
$136K ﹤0.01%
5,042
-554
1287
$135K ﹤0.01%
1,162
-168
1288
$135K ﹤0.01%
+4,122
1289
$134K ﹤0.01%
490
1290
$134K ﹤0.01%
6,688
+2,550
1291
$133K ﹤0.01%
962
+644
1292
$133K ﹤0.01%
1,058
-1,565
1293
$133K ﹤0.01%
1,840
+1,775
1294
$133K ﹤0.01%
304
+3
1295
$133K ﹤0.01%
3,559
+200
1296
$133K ﹤0.01%
4,838
+393
1297
$131K ﹤0.01%
3,462
-4,322
1298
$131K ﹤0.01%
8,983
-4,296
1299
$131K ﹤0.01%
2,326
+2,000
1300
$131K ﹤0.01%
11,664
-232
50 51
52
53 54