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
1901
$22K ﹤0.01%
1,500
1902
$22K ﹤0.01%
+408
1903
$22K ﹤0.01%
540
+50
1904
$22K ﹤0.01%
210
1905
$22K ﹤0.01%
270
+40
1906
$22K ﹤0.01%
1,491
1907
$22K ﹤0.01%
192
-63
1908
$22K ﹤0.01%
689
+354
1909
$21K ﹤0.01%
+644
1910
$21K ﹤0.01%
1,315
+750
1911
$21K ﹤0.01%
+848
1912
$21K ﹤0.01%
425
+102
1913
$21K ﹤0.01%
+686
1914
$21K ﹤0.01%
1,250
-2,800
1915
$21K ﹤0.01%
187
1916
$21K ﹤0.01%
1,000
1917
$21K ﹤0.01%
500
-60
1918
$21K ﹤0.01%
545
1919
$21K ﹤0.01%
1,100
1920
$21K ﹤0.01%
137
+121
1921
$21K ﹤0.01%
915
1922
$21K ﹤0.01%
593
1923
$21K ﹤0.01%
251
+3
1924
$21K ﹤0.01%
251
1925
$21K ﹤0.01%
709
75 76
77
78 79