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
1751
$35K ﹤0.01%
558
1752
$35K ﹤0.01%
1,186
+207
1753
$35K ﹤0.01%
+1,975
1754
$35K ﹤0.01%
678
-165
1755
$35K ﹤0.01%
1,417
1756
$35K ﹤0.01%
+539
1757
$35K ﹤0.01%
8,751
1758
$34K ﹤0.01%
+209
1759
$34K ﹤0.01%
1,270
-324
1760
$34K ﹤0.01%
+3,525
1761
$34K ﹤0.01%
134
1762
$34K ﹤0.01%
7,275
1763
$34K ﹤0.01%
2,527
1764
$34K ﹤0.01%
700
-77
1765
$34K ﹤0.01%
226
1766
$34K ﹤0.01%
57
+24
1767
$33K ﹤0.01%
324
-1
1768
$33K ﹤0.01%
1,000
1769
$33K ﹤0.01%
29
-15
1770
$33K ﹤0.01%
165
+36
1771
$33K ﹤0.01%
155
-13,364
1772
$33K ﹤0.01%
210
1773
$33K ﹤0.01%
1,700
1774
$33K ﹤0.01%
557
+447
1775
$33K ﹤0.01%
600
+598
69 70
71
72 73