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
2076
$12K ﹤0.01%
700
-10
2077
$12K ﹤0.01%
+112
2078
$12K ﹤0.01%
+333
2079
$12K ﹤0.01%
298
+122
2080
$12K ﹤0.01%
+540
2081
$12K ﹤0.01%
40
2082
$12K ﹤0.01%
117
-64
2083
$12K ﹤0.01%
+800
2084
$12K ﹤0.01%
173
2085
$12K ﹤0.01%
7,846
2086
$12K ﹤0.01%
600
+575
2087
$12K ﹤0.01%
+69
2088
$12K ﹤0.01%
1,108
2089
$12K ﹤0.01%
+289
2090
$12K ﹤0.01%
436
+350
2091
$12K ﹤0.01%
614
2092
$12K ﹤0.01%
26
2093
$12K ﹤0.01%
+544
2094
$12K ﹤0.01%
1,270
-2,121
2095
$11K ﹤0.01%
+152
2096
$11K ﹤0.01%
+1,218
2097
$11K ﹤0.01%
+800
2098
$11K ﹤0.01%
222
+98
2099
$11K ﹤0.01%
2,016
+1,850
2100
$11K ﹤0.01%
+967
82 83
84
85 86