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
2026
$15K ﹤0.01%
100
2027
$14K ﹤0.01%
2,947
-743
2028
$14K ﹤0.01%
272
2029
$14K ﹤0.01%
261
2030
$14K ﹤0.01%
226
2031
$14K ﹤0.01%
668
-6,483
2032
$14K ﹤0.01%
533
-19,002
2033
$14K ﹤0.01%
2,321
2034
$14K ﹤0.01%
+110
2035
$14K ﹤0.01%
1,270
2036
$14K ﹤0.01%
500
2037
$14K ﹤0.01%
177
-222
2038
$14K ﹤0.01%
387
-3,124
2039
$14K ﹤0.01%
1,239
+40
2040
$14K ﹤0.01%
+485
2041
$14K ﹤0.01%
194
+2
2042
$14K ﹤0.01%
535
2043
$14K ﹤0.01%
264
+128
2044
$14K ﹤0.01%
312
+189
2045
$14K ﹤0.01%
491
-60
2046
$14K ﹤0.01%
750
2047
$14K ﹤0.01%
113
+94
2048
$14K ﹤0.01%
810
-21
2049
$13K ﹤0.01%
3,469
2050
$13K ﹤0.01%
+335
80 81
82
83 84