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
1376
$108K ﹤0.01%
781
1377
$107K ﹤0.01%
1,985
+472
1378
$106K ﹤0.01%
1,182
+759
1379
$106K ﹤0.01%
7,298
-127
1380
$106K ﹤0.01%
+4,100
1381
$106K ﹤0.01%
7,124
1382
$106K ﹤0.01%
1,804
-273
1383
$105K ﹤0.01%
1,136
1384
$105K ﹤0.01%
2,014
+153
1385
$105K ﹤0.01%
7,804
-157
1386
$103K ﹤0.01%
3,647
+598
1387
$103K ﹤0.01%
1,546
+5
1388
$103K ﹤0.01%
909
+448
1389
$103K ﹤0.01%
3,187
+405
1390
$102K ﹤0.01%
1,852
-15
1391
$102K ﹤0.01%
13,539
+1,059
1392
$102K ﹤0.01%
+1,840
1393
$102K ﹤0.01%
873
+437
1394
$102K ﹤0.01%
1,876
-1,479
1395
$102K ﹤0.01%
717
1396
$102K ﹤0.01%
804
+533
1397
$102K ﹤0.01%
5,247
+3,613
1398
$101K ﹤0.01%
+294
1399
$101K ﹤0.01%
2,558
-8,219
1400
$101K ﹤0.01%
2,518
-562
54 55
56
57 58