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
1526
$72K ﹤0.01%
1,465
-726
1527
$71K ﹤0.01%
931
1528
$71K ﹤0.01%
961
1529
$71K ﹤0.01%
3,377
+1,671
1530
$71K ﹤0.01%
2,432
-316
1531
$71K ﹤0.01%
1,182
1532
$71K ﹤0.01%
4,850
+946
1533
$70K ﹤0.01%
6,743
+3,650
1534
$70K ﹤0.01%
1,132
+429
1535
$70K ﹤0.01%
1,737
1536
$70K ﹤0.01%
1,245
+14
1537
$70K ﹤0.01%
1,482
1538
$70K ﹤0.01%
3,229
+1
1539
$70K ﹤0.01%
+1,066
1540
$70K ﹤0.01%
2,341
-7
1541
$69K ﹤0.01%
1,193
1542
$69K ﹤0.01%
893
+850
1543
$69K ﹤0.01%
1,163
+15
1544
$69K ﹤0.01%
2,053
-144
1545
$68K ﹤0.01%
1,981
-1,907
1546
$68K ﹤0.01%
959
-400
1547
$68K ﹤0.01%
1,679
+96
1548
$68K ﹤0.01%
2,600
+500
1549
$68K ﹤0.01%
1,649
-876
1550
$68K ﹤0.01%
5,146
-920
60 61
62
63 64