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
1476
$81K ﹤0.01%
4,738
-4,218
1477
$81K ﹤0.01%
7,014
-952
1478
$81K ﹤0.01%
957
-12
1479
$81K ﹤0.01%
3,072
-89
1480
$80K ﹤0.01%
6,180
-829
1481
$80K ﹤0.01%
2,470
-2,494
1482
$80K ﹤0.01%
1,042
1483
$80K ﹤0.01%
1,770
1484
$80K ﹤0.01%
9,314
+3,565
1485
$79K ﹤0.01%
1,913
+218
1486
$79K ﹤0.01%
5,607
-1,466
1487
$79K ﹤0.01%
5,379
+483
1488
$78K ﹤0.01%
636
+240
1489
$78K ﹤0.01%
1,399
+227
1490
$78K ﹤0.01%
933
-291
1491
$78K ﹤0.01%
+6,695
1492
$78K ﹤0.01%
+1,257
1493
$78K ﹤0.01%
2,040
1494
$78K ﹤0.01%
2,435
-478
1495
$78K ﹤0.01%
1,216
1496
$77K ﹤0.01%
798
+78
1497
$77K ﹤0.01%
452
-245
1498
$77K ﹤0.01%
4,455
-22,404
1499
$77K ﹤0.01%
905
-624
1500
$77K ﹤0.01%
813
-165
58 59
60
61 62