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
2051
$13K ﹤0.01%
2,017
2052
$13K ﹤0.01%
+300
2053
$13K ﹤0.01%
833
-45
2054
$13K ﹤0.01%
1,091
2055
$13K ﹤0.01%
370
2056
$13K ﹤0.01%
456
+304
2057
$13K ﹤0.01%
871
+12
2058
$13K ﹤0.01%
170
2059
$13K ﹤0.01%
+860
2060
$13K ﹤0.01%
438
2061
$13K ﹤0.01%
+1,250
2062
$13K ﹤0.01%
1,000
2063
$13K ﹤0.01%
+133
2064
$13K ﹤0.01%
206
2065
$13K ﹤0.01%
301
-313
2066
$13K ﹤0.01%
246
-23
2067
$13K ﹤0.01%
2,004
2068
$13K ﹤0.01%
810
-93
2069
$13K ﹤0.01%
568
+5
2070
$13K ﹤0.01%
544
+163
2071
$13K ﹤0.01%
912
+54
2072
$13K ﹤0.01%
49
-1
2073
$13K ﹤0.01%
549
+348
2074
$12K ﹤0.01%
263
2075
$12K ﹤0.01%
374
-6,781
81 82
83
84 85