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
1826
$28K ﹤0.01%
744
+405
1827
$28K ﹤0.01%
2,000
-1,000
1828
$28K ﹤0.01%
230
+32
1829
$28K ﹤0.01%
864
+492
1830
$28K ﹤0.01%
100
1831
$28K ﹤0.01%
900
1832
$28K ﹤0.01%
1,025
+880
1833
$27K ﹤0.01%
1,552
-185
1834
$27K ﹤0.01%
601
-95
1835
$27K ﹤0.01%
654
+371
1836
$27K ﹤0.01%
842
-900
1837
$27K ﹤0.01%
7,050
+550
1838
$27K ﹤0.01%
521
1839
$27K ﹤0.01%
823
-126
1840
$27K ﹤0.01%
377
-2,947
1841
$27K ﹤0.01%
+715
1842
$27K ﹤0.01%
1,388
1843
$26K ﹤0.01%
+507
1844
$26K ﹤0.01%
692
1845
$26K ﹤0.01%
2,553
-113,914
1846
$26K ﹤0.01%
13,462
-156
1847
$26K ﹤0.01%
2,029
+1,700
1848
$26K ﹤0.01%
1,750
1849
$26K ﹤0.01%
1,200
+57
1850
$26K ﹤0.01%
1,497
+1,243
72 73
74
75 76