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
1701
$42K ﹤0.01%
923
-230
1702
$42K ﹤0.01%
1,095
+1,000
1703
$42K ﹤0.01%
1,475
-2,037
1704
$42K ﹤0.01%
351
-92
1705
$41K ﹤0.01%
3,624
+175
1706
$41K ﹤0.01%
1,454
1707
$41K ﹤0.01%
1,724
-2,227
1708
$41K ﹤0.01%
1,310
+155
1709
$41K ﹤0.01%
272
-19
1710
$41K ﹤0.01%
2,386
-1,236
1711
$41K ﹤0.01%
21
1712
$40K ﹤0.01%
1,071
+125
1713
$40K ﹤0.01%
+1,000
1714
$40K ﹤0.01%
320
-438
1715
$39K ﹤0.01%
5,000
1716
$39K ﹤0.01%
+624
1717
$39K ﹤0.01%
67
+58
1718
$39K ﹤0.01%
1,242
+490
1719
$39K ﹤0.01%
817
-38
1720
$39K ﹤0.01%
787
+696
1721
$39K ﹤0.01%
451
-193
1722
$39K ﹤0.01%
403
+274
1723
$39K ﹤0.01%
3,263
-252
1724
$39K ﹤0.01%
3,656
-4,072
1725
$39K ﹤0.01%
3,213
+650
67 68
69
70 71