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
1976
$17K ﹤0.01%
197
+31
1977
$17K ﹤0.01%
1,232
+200
1978
$17K ﹤0.01%
1,012
1979
$17K ﹤0.01%
+484
1980
$17K ﹤0.01%
1,120
1981
$17K ﹤0.01%
737
-5
1982
$17K ﹤0.01%
196
1983
$17K ﹤0.01%
461
-320
1984
$17K ﹤0.01%
163
+34
1985
$17K ﹤0.01%
+800
1986
$17K ﹤0.01%
+104
1987
$17K ﹤0.01%
486
+112
1988
$17K ﹤0.01%
110
-100
1989
$17K ﹤0.01%
3,900
1990
$17K ﹤0.01%
1,315
1991
$17K ﹤0.01%
506
+403
1992
$17K ﹤0.01%
1,956
+772
1993
$16K ﹤0.01%
232
+194
1994
$16K ﹤0.01%
351
+67
1995
$16K ﹤0.01%
2,272
+799
1996
$16K ﹤0.01%
400
1997
$16K ﹤0.01%
569
-647
1998
$16K ﹤0.01%
726
+160
1999
$16K ﹤0.01%
197
2000
$16K ﹤0.01%
245
+16
78 79
80
81 82