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
1301
$131K ﹤0.01%
42,984
-13,358
1302
$130K ﹤0.01%
1,261
+1,252
1303
$130K ﹤0.01%
26,808
-13,517
1304
$129K ﹤0.01%
1,195
1305
$129K ﹤0.01%
2,742
+642
1306
$128K ﹤0.01%
33,522
1307
$128K ﹤0.01%
21,850
+12,900
1308
$128K ﹤0.01%
1,878
+171
1309
$128K ﹤0.01%
2,430
+73
1310
$128K ﹤0.01%
4,996
+3,562
1311
$127K ﹤0.01%
2,991
+26
1312
$127K ﹤0.01%
1,165
+503
1313
$126K ﹤0.01%
2,333
+525
1314
$126K ﹤0.01%
3,120
+856
1315
$125K ﹤0.01%
2,362
-589
1316
$124K ﹤0.01%
4,269
+58
1317
$124K ﹤0.01%
9,470
1318
$124K ﹤0.01%
1,384
+351
1319
$124K ﹤0.01%
3,747
+110
1320
$124K ﹤0.01%
11,625
1321
$123K ﹤0.01%
3,667
+3,348
1322
$123K ﹤0.01%
1,227
+1,019
1323
$123K ﹤0.01%
2,687
+121
1324
$122K ﹤0.01%
1,800
1325
$122K ﹤0.01%
2,482
+2,439
51 52
53
54 55