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
176
$17.4M 0.04%
234,651
+7,393
177
$17.3M 0.04%
174,542
-54,585
178
$17M 0.04%
93,472
+497
179
$16.9M 0.04%
307,664
+17,803
180
$16.4M 0.04%
150,795
+12,032
181
$16.4M 0.04%
366,040
+23,609
182
$16.4M 0.04%
107,426
+6,431
183
$16.1M 0.04%
121,236
+38,984
184
$15.5M 0.04%
131,588
+5,581
185
$15.5M 0.04%
134,372
-48,462
186
$15.5M 0.04%
433,696
+59,006
187
$15.4M 0.04%
258,149
+1,198
188
$15.2M 0.04%
157,283
-25,566
189
$15.1M 0.03%
314,338
-108,740
190
$15M 0.03%
69,825
+22,283
191
$14.8M 0.03%
361,072
-10,124
192
$14.8M 0.03%
680,455
-14,220
193
$14.4M 0.03%
50,620
-4,677
194
$14.2M 0.03%
231,579
-10,566
195
$13.9M 0.03%
63,273
+4,553
196
$13.8M 0.03%
277,263
-57,342
197
$13.6M 0.03%
116,485
+8,992
198
$13.4M 0.03%
171,910
+44
199
$13.3M 0.03%
556,980
-269,657
200
$13M 0.03%
56,555
+1,390
6 7
8
9 10