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
2001
$16K ﹤0.01%
409
2002
$16K ﹤0.01%
+677
2003
$16K ﹤0.01%
+812
2004
$16K ﹤0.01%
88
+48
2005
$16K ﹤0.01%
312
2006
$16K ﹤0.01%
138
-67
2007
$16K ﹤0.01%
350
2008
$16K ﹤0.01%
1,150
+650
2009
$16K ﹤0.01%
1,011
2010
$15K ﹤0.01%
153
+74
2011
$15K ﹤0.01%
1,000
2012
$15K ﹤0.01%
1,034
+20
2013
$15K ﹤0.01%
1,456
+1,277
2014
$15K ﹤0.01%
972
+397
2015
$15K ﹤0.01%
408
2016
$15K ﹤0.01%
901
2017
$15K ﹤0.01%
317
-65
2018
$15K ﹤0.01%
901
-848
2019
$15K ﹤0.01%
373
-398
2020
$15K ﹤0.01%
120
+8
2021
$15K ﹤0.01%
209
2022
$15K ﹤0.01%
+229
2023
$15K ﹤0.01%
11,700
+9,700
2024
$15K ﹤0.01%
632
2025
$15K ﹤0.01%
+8,720
79 80
81
82 83