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
1676
$46K ﹤0.01%
+3,725
1677
$46K ﹤0.01%
1,723
1678
$46K ﹤0.01%
1,482
+1,400
1679
$45K ﹤0.01%
1,073
+491
1680
$45K ﹤0.01%
+603
1681
$45K ﹤0.01%
1,353
1682
$45K ﹤0.01%
622
+10
1683
$45K ﹤0.01%
1,574
+671
1684
$44K ﹤0.01%
535
+467
1685
$44K ﹤0.01%
319
-28
1686
$44K ﹤0.01%
2,242
+142
1687
$44K ﹤0.01%
957
-65
1688
$44K ﹤0.01%
+741
1689
$44K ﹤0.01%
850
-474
1690
$44K ﹤0.01%
1,112
+320
1691
$44K ﹤0.01%
2,995
1692
$43K ﹤0.01%
329
+21
1693
$43K ﹤0.01%
2,931
-760
1694
$43K ﹤0.01%
3,033
1695
$43K ﹤0.01%
1,149
+2
1696
$43K ﹤0.01%
1,375
1697
$43K ﹤0.01%
+1,208
1698
$43K ﹤0.01%
328
-299
1699
$43K ﹤0.01%
4,747
+3,581
1700
$42K ﹤0.01%
+3,154
66 67
68
69 70