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
1951
$19K ﹤0.01%
+2,397
1952
$19K ﹤0.01%
473
+72
1953
$19K ﹤0.01%
468
+2
1954
$19K ﹤0.01%
+1,808
1955
$19K ﹤0.01%
2,812
-465
1956
$19K ﹤0.01%
2,000
+1,000
1957
$19K ﹤0.01%
595
-70,447
1958
$19K ﹤0.01%
+396
1959
$19K ﹤0.01%
+934
1960
$19K ﹤0.01%
1,384
1961
$19K ﹤0.01%
+261
1962
$18K ﹤0.01%
+660
1963
$18K ﹤0.01%
234
1964
$18K ﹤0.01%
1,036
+65
1965
$18K ﹤0.01%
469
+440
1966
$18K ﹤0.01%
558
+511
1967
$18K ﹤0.01%
500
1968
$18K ﹤0.01%
637
+150
1969
$18K ﹤0.01%
293
1970
$18K ﹤0.01%
2,680
-3,720
1971
$18K ﹤0.01%
920
+340
1972
$18K ﹤0.01%
228
+9
1973
$18K ﹤0.01%
+1,113
1974
$17K ﹤0.01%
296
1975
$17K ﹤0.01%
308
+23
77 78
79
80 81