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
1401
$101K ﹤0.01%
3,802
-919
1402
$101K ﹤0.01%
417
1403
$101K ﹤0.01%
6,821
-2,312
1404
$101K ﹤0.01%
+20
1405
$101K ﹤0.01%
4,613
+104
1406
$100K ﹤0.01%
1,500
-224
1407
$100K ﹤0.01%
3,553
-493
1408
$100K ﹤0.01%
3,700
-515
1409
$100K ﹤0.01%
3,675
-513
1410
$100K ﹤0.01%
1,908
+1,830
1411
$100K ﹤0.01%
5,204
-3,477
1412
$99K ﹤0.01%
3,079
-2,000
1413
$99K ﹤0.01%
742
+22
1414
$98K ﹤0.01%
3,236
-692
1415
$98K ﹤0.01%
2,947
+573
1416
$98K ﹤0.01%
7,800
-2,000
1417
$98K ﹤0.01%
23,553
-300
1418
$97K ﹤0.01%
6,325
-1,138
1419
$96K ﹤0.01%
608
-14
1420
$96K ﹤0.01%
2,749
1421
$95K ﹤0.01%
7,934
+7,103
1422
$95K ﹤0.01%
11,740
+8,490
1423
$95K ﹤0.01%
966
+164
1424
$95K ﹤0.01%
1,057
+615
1425
$94K ﹤0.01%
588
+257
55 56
57
58 59