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
1726
$39K ﹤0.01%
2,693
1727
$39K ﹤0.01%
265
+162
1728
$39K ﹤0.01%
734
-242
1729
$38K ﹤0.01%
2,000
1730
$38K ﹤0.01%
1,728
-1,026
1731
$38K ﹤0.01%
211
+50
1732
$38K ﹤0.01%
1,271
+375
1733
$38K ﹤0.01%
2,694
+11
1734
$38K ﹤0.01%
+1,725
1735
$37K ﹤0.01%
657
1736
$37K ﹤0.01%
1,635
1737
$37K ﹤0.01%
1,325
+325
1738
$37K ﹤0.01%
+880
1739
$37K ﹤0.01%
1,975
-4,060
1740
$37K ﹤0.01%
+5,399
1741
$36K ﹤0.01%
469
1742
$36K ﹤0.01%
1,442
+94
1743
$36K ﹤0.01%
2,496
+7
1744
$36K ﹤0.01%
11,500
1745
$36K ﹤0.01%
2,837
+46
1746
$36K ﹤0.01%
326
+125
1747
$36K ﹤0.01%
523
+365
1748
$36K ﹤0.01%
470
+63
1749
$36K ﹤0.01%
1,500
1750
$36K ﹤0.01%
836
+312
68 69
70
71 72