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
1776
$32K ﹤0.01%
421
-100
1777
$32K ﹤0.01%
451
+251
1778
$32K ﹤0.01%
+412
1779
$32K ﹤0.01%
875
1780
$32K ﹤0.01%
+976
1781
$32K ﹤0.01%
8,965
+954
1782
$32K ﹤0.01%
1,391
-3,185
1783
$32K ﹤0.01%
732
+66
1784
$32K ﹤0.01%
+1,939
1785
$32K ﹤0.01%
+5
1786
$31K ﹤0.01%
+545
1787
$31K ﹤0.01%
2,206
1788
$31K ﹤0.01%
595
+12
1789
$31K ﹤0.01%
268
1790
$31K ﹤0.01%
1,228
-6,243
1791
$31K ﹤0.01%
2,080
+1,496
1792
$31K ﹤0.01%
1,962
1793
$31K ﹤0.01%
1,093
+316
1794
$31K ﹤0.01%
400
1795
$31K ﹤0.01%
251
1796
$31K ﹤0.01%
2,616
1797
$30K ﹤0.01%
+1,191
1798
$30K ﹤0.01%
+431
1799
$30K ﹤0.01%
885
-883
1800
$30K ﹤0.01%
+1,000
70 71
72
73 74