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
1576
$62K ﹤0.01%
1,089
+36
1577
$62K ﹤0.01%
2,000
1578
$61K ﹤0.01%
778
+55
1579
$61K ﹤0.01%
677
+577
1580
$61K ﹤0.01%
1,324
+494
1581
$61K ﹤0.01%
5,028
1582
$61K ﹤0.01%
1,206
+506
1583
$61K ﹤0.01%
2,000
1584
$60K ﹤0.01%
+603
1585
$60K ﹤0.01%
1,028
+13
1586
$60K ﹤0.01%
182
-50
1587
$60K ﹤0.01%
+2,000
1588
$59K ﹤0.01%
+2,524
1589
$59K ﹤0.01%
582
1590
$59K ﹤0.01%
1,274
+352
1591
$58K ﹤0.01%
+1,516
1592
$58K ﹤0.01%
3,958
1593
$58K ﹤0.01%
2,049
+963
1594
$58K ﹤0.01%
+700
1595
$58K ﹤0.01%
+1,635
1596
$58K ﹤0.01%
1,000
1597
$58K ﹤0.01%
1,750
+1,450
1598
$58K ﹤0.01%
439
+17
1599
$58K ﹤0.01%
1,656
+140
1600
$58K ﹤0.01%
596
+60
62 63
64
65 66