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
1426
$94K ﹤0.01%
539
-49
1427
$93K ﹤0.01%
13,664
-17,661
1428
$93K ﹤0.01%
2,258
+1,306
1429
$93K ﹤0.01%
410
+5
1430
$93K ﹤0.01%
4,935
1431
$93K ﹤0.01%
+917
1432
$92K ﹤0.01%
3,713
-610
1433
$92K ﹤0.01%
3,000
1434
$91K ﹤0.01%
2,786
-3,468
1435
$91K ﹤0.01%
9,317
+997
1436
$91K ﹤0.01%
2,468
1437
$89K ﹤0.01%
1,303
+78
1438
$89K ﹤0.01%
3,455
-430
1439
$89K ﹤0.01%
5,394
+625
1440
$89K ﹤0.01%
+1,453
1441
$89K ﹤0.01%
3,026
+672
1442
$88K ﹤0.01%
4,262
-3
1443
$87K ﹤0.01%
14,366
+178
1444
$87K ﹤0.01%
3,722
-3,441
1445
$87K ﹤0.01%
195
+97
1446
$87K ﹤0.01%
2,047
+9
1447
$87K ﹤0.01%
797
+753
1448
$87K ﹤0.01%
753
+441
1449
$87K ﹤0.01%
1,500
1450
$86K ﹤0.01%
1,157
+721
56 57
58
59 60