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
1851
$26K ﹤0.01%
940
+250
1852
$26K ﹤0.01%
500
1853
$26K ﹤0.01%
349
1854
$26K ﹤0.01%
+665
1855
$26K ﹤0.01%
210
-106
1856
$26K ﹤0.01%
+778
1857
$26K ﹤0.01%
+460
1858
$26K ﹤0.01%
267
+15
1859
$26K ﹤0.01%
197
+11
1860
$25K ﹤0.01%
294
-325
1861
$25K ﹤0.01%
+679
1862
$25K ﹤0.01%
434
+134
1863
$25K ﹤0.01%
500
1864
$25K ﹤0.01%
1,719
1865
$25K ﹤0.01%
700
1866
$25K ﹤0.01%
2,149
-40
1867
$25K ﹤0.01%
4,004
1868
$25K ﹤0.01%
550
+50
1869
$25K ﹤0.01%
170
1870
$25K ﹤0.01%
987
-140
1871
$24K ﹤0.01%
2,155
-21
1872
$24K ﹤0.01%
2,316
-911
1873
$24K ﹤0.01%
495
-285
1874
$24K ﹤0.01%
+3,905
1875
$24K ﹤0.01%
+3,500
73 74
75
76 77