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
2126
$10K ﹤0.01%
6,000
2127
$10K ﹤0.01%
511
-6
2128
$10K ﹤0.01%
800
2129
$10K ﹤0.01%
321
2130
$10K ﹤0.01%
+2,500
2131
$10K ﹤0.01%
145
2132
$10K ﹤0.01%
349
+239
2133
$10K ﹤0.01%
752
2134
$10K ﹤0.01%
723
+362
2135
$10K ﹤0.01%
331
-354
2136
$10K ﹤0.01%
+119
2137
$10K ﹤0.01%
543
+3
2138
$10K ﹤0.01%
1,101
-2,131
2139
$10K ﹤0.01%
675
2140
$10K ﹤0.01%
+1,300
2141
$10K ﹤0.01%
625
2142
$10K ﹤0.01%
910
2143
$10K ﹤0.01%
240
+45
2144
$10K ﹤0.01%
167
2145
$10K ﹤0.01%
100
2146
$10K ﹤0.01%
328
-50
2147
$10K ﹤0.01%
1,500
-350
2148
$10K ﹤0.01%
696
2149
$10K ﹤0.01%
+200
2150
$10K ﹤0.01%
359
84 85
86
87 88