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
1801
$30K ﹤0.01%
2,076
-200
1802
$30K ﹤0.01%
355
-332
1803
$30K ﹤0.01%
826
-657
1804
$30K ﹤0.01%
248
1805
$30K ﹤0.01%
+485
1806
$30K ﹤0.01%
731
1807
$30K ﹤0.01%
2,158
+1,000
1808
$30K ﹤0.01%
324
-13
1809
$29K ﹤0.01%
375
1810
$29K ﹤0.01%
400
1811
$29K ﹤0.01%
888
+260
1812
$29K ﹤0.01%
2,700
1813
$29K ﹤0.01%
2,093
+59
1814
$29K ﹤0.01%
2,314
-1,543
1815
$29K ﹤0.01%
313
+25
1816
$29K ﹤0.01%
86
-18
1817
$29K ﹤0.01%
+1,500
1818
$29K ﹤0.01%
213
-131
1819
$28K ﹤0.01%
775
+131
1820
$28K ﹤0.01%
1,291
+15
1821
$28K ﹤0.01%
764
+103
1822
$28K ﹤0.01%
+2,000
1823
$28K ﹤0.01%
+2,160
1824
$28K ﹤0.01%
1,536
+56
1825
$28K ﹤0.01%
130
-169
71 72
73
74 75