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
1601
$58K ﹤0.01%
205
-820
1602
$58K ﹤0.01%
+1,355
1603
$57K ﹤0.01%
683
+626
1604
$57K ﹤0.01%
2,731
+727
1605
$57K ﹤0.01%
3,847
1606
$57K ﹤0.01%
515
-10
1607
$57K ﹤0.01%
2,104
-232
1608
$57K ﹤0.01%
6,500
-25,560
1609
$56K ﹤0.01%
1,160
+204
1610
$56K ﹤0.01%
3,089
-4,878
1611
$56K ﹤0.01%
1,000
1612
$56K ﹤0.01%
4,967
+2,541
1613
$56K ﹤0.01%
1,826
+30
1614
$56K ﹤0.01%
3,231
1615
$55K ﹤0.01%
2,202
1616
$55K ﹤0.01%
+893
1617
$55K ﹤0.01%
3,419
1618
$55K ﹤0.01%
+5,513
1619
$55K ﹤0.01%
1,881
1620
$54K ﹤0.01%
3,385
-1,963
1621
$54K ﹤0.01%
+5,000
1622
$54K ﹤0.01%
1,117
+468
1623
$54K ﹤0.01%
3,105
+619
1624
$54K ﹤0.01%
1,700
1625
$54K ﹤0.01%
408
+264
63 64
65
66 67