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
1876
$24K ﹤0.01%
1,894
1877
$24K ﹤0.01%
157
-117
1878
$24K ﹤0.01%
200
-100
1879
$24K ﹤0.01%
1,440
-200
1880
$24K ﹤0.01%
345
-47
1881
$24K ﹤0.01%
52
+45
1882
$24K ﹤0.01%
275
+126
1883
$24K ﹤0.01%
+1,500
1884
$24K ﹤0.01%
762
+13
1885
$24K ﹤0.01%
5,000
1886
$23K ﹤0.01%
+1,500
1887
$23K ﹤0.01%
343
+17
1888
$23K ﹤0.01%
1,075
1889
$23K ﹤0.01%
322
+121
1890
$23K ﹤0.01%
+455
1891
$23K ﹤0.01%
428
+377
1892
$23K ﹤0.01%
1,015
+100
1893
$23K ﹤0.01%
532
-520
1894
$22K ﹤0.01%
237
-292
1895
$22K ﹤0.01%
951
1896
$22K ﹤0.01%
1,408
-1,600
1897
$22K ﹤0.01%
+1,268
1898
$22K ﹤0.01%
731
-194
1899
$22K ﹤0.01%
2,650
1900
$22K ﹤0.01%
1,986
74 75
76
77 78