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
1926
$21K ﹤0.01%
+200
1927
$21K ﹤0.01%
1,949
1928
$21K ﹤0.01%
500
+400
1929
$21K ﹤0.01%
1,435
+389
1930
$21K ﹤0.01%
+1,001
1931
$20K ﹤0.01%
1,677
1932
$20K ﹤0.01%
653
+366
1933
$20K ﹤0.01%
649
-2,309
1934
$20K ﹤0.01%
1,043
1935
$20K ﹤0.01%
185
-84
1936
$20K ﹤0.01%
+165
1937
$20K ﹤0.01%
652
-16
1938
$20K ﹤0.01%
129
+69
1939
$20K ﹤0.01%
185
+67
1940
$20K ﹤0.01%
632
+100
1941
$20K ﹤0.01%
2,533
-170
1942
$20K ﹤0.01%
2,125
1943
$20K ﹤0.01%
268
1944
$20K ﹤0.01%
777
-24
1945
$19K ﹤0.01%
+1,058
1946
$19K ﹤0.01%
237
+2
1947
$19K ﹤0.01%
189
1948
$19K ﹤0.01%
603
-19
1949
$19K ﹤0.01%
+397
1950
$19K ﹤0.01%
732
76 77
78
79 80