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
1326
$122K ﹤0.01%
1,099
-1,142
1327
$121K ﹤0.01%
8,996
-1,216
1328
$120K ﹤0.01%
3,961
1329
$120K ﹤0.01%
1,249
+1,096
1330
$120K ﹤0.01%
2,646
+31
1331
$120K ﹤0.01%
3,119
-27
1332
$119K ﹤0.01%
5,526
+4,780
1333
$119K ﹤0.01%
3,000
-30,000
1334
$119K ﹤0.01%
2,415
-1,035
1335
$119K ﹤0.01%
3,519
1336
$118K ﹤0.01%
3,472
-106
1337
$118K ﹤0.01%
1,700
-296
1338
$118K ﹤0.01%
1,664
-29
1339
$118K ﹤0.01%
5,911
-172
1340
$118K ﹤0.01%
1,008
+8
1341
$117K ﹤0.01%
4,976
+2,376
1342
$117K ﹤0.01%
3,554
+263
1343
$117K ﹤0.01%
26,512
-4,457
1344
$117K ﹤0.01%
2,260
1345
$117K ﹤0.01%
3,734
+2,464
1346
$117K ﹤0.01%
2,633
+354
1347
$116K ﹤0.01%
4,166
+166
1348
$116K ﹤0.01%
1,979
+808
1349
$115K ﹤0.01%
+6,472
1350
$115K ﹤0.01%
1,740
+282
52 53
54
55 56