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
1351
$115K ﹤0.01%
14,538
+12,315
1352
$115K ﹤0.01%
1,201
+952
1353
$115K ﹤0.01%
3,200
1354
$115K ﹤0.01%
725
+457
1355
$115K ﹤0.01%
6,908
+195
1356
$115K ﹤0.01%
19,799
+13,989
1357
$114K ﹤0.01%
22,542
-1,345
1358
$114K ﹤0.01%
1,189
-2,320
1359
$113K ﹤0.01%
2,946
+1,084
1360
$113K ﹤0.01%
+1,422
1361
$112K ﹤0.01%
9,123
+634
1362
$112K ﹤0.01%
4,829
+1,955
1363
$111K ﹤0.01%
10,158
+2,688
1364
$111K ﹤0.01%
2,304
+768
1365
$111K ﹤0.01%
2,773
-103
1366
$110K ﹤0.01%
1,606
1367
$110K ﹤0.01%
5,611
+4,111
1368
$110K ﹤0.01%
+4,797
1369
$110K ﹤0.01%
1,353
-1,353
1370
$109K ﹤0.01%
3,258
-1,140
1371
$109K ﹤0.01%
512
-456
1372
$108K ﹤0.01%
1,184
-304
1373
$108K ﹤0.01%
8,002
+2,596
1374
$108K ﹤0.01%
1,799
+438
1375
$108K ﹤0.01%
635
53 54
55
56 57