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
1626
$53K ﹤0.01%
2,264
-66
1627
$53K ﹤0.01%
849
1628
$53K ﹤0.01%
941
-992
1629
$53K ﹤0.01%
7,647
-182,705
1630
$53K ﹤0.01%
583
-388
1631
$53K ﹤0.01%
1,050
+880
1632
$53K ﹤0.01%
297
+129
1633
$53K ﹤0.01%
4,129
1634
$52K ﹤0.01%
628
+109
1635
$52K ﹤0.01%
+885
1636
$52K ﹤0.01%
1,900
1637
$52K ﹤0.01%
524
+109
1638
$52K ﹤0.01%
+2,023
1639
$51K ﹤0.01%
1,053
+279
1640
$51K ﹤0.01%
6,840
1641
$51K ﹤0.01%
215
+15
1642
$51K ﹤0.01%
2,139
+84
1643
$51K ﹤0.01%
+580
1644
$51K ﹤0.01%
6,108
-2,008
1645
$51K ﹤0.01%
+1,278
1646
$51K ﹤0.01%
2,049
-237
1647
$51K ﹤0.01%
1,938
+1,862
1648
$51K ﹤0.01%
250
1649
$50K ﹤0.01%
2,455
-62
1650
$50K ﹤0.01%
682
+92
64 65
66
67 68