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
1651
$50K ﹤0.01%
1,829
1652
$49K ﹤0.01%
3,840
-2,753
1653
$49K ﹤0.01%
1,327
1654
$49K ﹤0.01%
+5,104
1655
$49K ﹤0.01%
+585
1656
$49K ﹤0.01%
3,375
1657
$49K ﹤0.01%
523
+311
1658
$49K ﹤0.01%
1,000
1659
$49K ﹤0.01%
+1,479
1660
$49K ﹤0.01%
1,276
+976
1661
$48K ﹤0.01%
631
1662
$48K ﹤0.01%
2,588
+1,290
1663
$47K ﹤0.01%
1,753
+66
1664
$47K ﹤0.01%
+1,331
1665
$47K ﹤0.01%
1,466
+495
1666
$47K ﹤0.01%
2,021
-568
1667
$47K ﹤0.01%
+2,254
1668
$47K ﹤0.01%
330
1669
$47K ﹤0.01%
870
+830
1670
$47K ﹤0.01%
1,555
1671
$47K ﹤0.01%
4,267
-135
1672
$46K ﹤0.01%
840
-86
1673
$46K ﹤0.01%
3,546
1674
$46K ﹤0.01%
+1,676
1675
$46K ﹤0.01%
898
-720
65 66
67
68 69