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
1451
$86K ﹤0.01%
6,736
-1,665
1452
$86K ﹤0.01%
11,675
-400
1453
$86K ﹤0.01%
1,286
+12
1454
$86K ﹤0.01%
2,700
1455
$86K ﹤0.01%
10,877
+5,463
1456
$86K ﹤0.01%
2,112
+52
1457
$86K ﹤0.01%
2,570
1458
$86K ﹤0.01%
3,733
+523
1459
$86K ﹤0.01%
1,774
+10
1460
$85K ﹤0.01%
4,389
1461
$85K ﹤0.01%
881
+414
1462
$85K ﹤0.01%
497
+23
1463
$85K ﹤0.01%
1,674
+474
1464
$84K ﹤0.01%
1,655
+91
1465
$83K ﹤0.01%
1,366
1466
$83K ﹤0.01%
+4,466
1467
$83K ﹤0.01%
4,431
+45
1468
$83K ﹤0.01%
1,896
-12
1469
$82K ﹤0.01%
775
1470
$82K ﹤0.01%
333
-78
1471
$82K ﹤0.01%
1,995
1472
$81K ﹤0.01%
782
+34
1473
$81K ﹤0.01%
3,146
1474
$81K ﹤0.01%
1,843
-50
1475
$81K ﹤0.01%
1,024
+385
57 58
59
60 61