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
1501
$77K ﹤0.01%
9,087
1502
$77K ﹤0.01%
3,336
+101
1503
$77K ﹤0.01%
3,616
+804
1504
$77K ﹤0.01%
1,258
-72
1505
$77K ﹤0.01%
2,484
+1,938
1506
$76K ﹤0.01%
2,112
+1,325
1507
$76K ﹤0.01%
3,608
+764
1508
$76K ﹤0.01%
1,820
+108
1509
$76K ﹤0.01%
1,306
-245
1510
$76K ﹤0.01%
500
+279
1511
$75K ﹤0.01%
2,371
-178
1512
$75K ﹤0.01%
1,372
+398
1513
$75K ﹤0.01%
10,763
-201
1514
$75K ﹤0.01%
26,944
-3,617
1515
$75K ﹤0.01%
+983
1516
$75K ﹤0.01%
2,875
+136
1517
$75K ﹤0.01%
3,909
1518
$74K ﹤0.01%
298
-188
1519
$74K ﹤0.01%
2,874
-2,186
1520
$74K ﹤0.01%
3,685
+16
1521
$74K ﹤0.01%
3,204
-312
1522
$74K ﹤0.01%
1,450
1523
$73K ﹤0.01%
1,451
+465
1524
$73K ﹤0.01%
1,386
-539
1525
$73K ﹤0.01%
+1,834
59 60
61
62 63