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
2151
$10K ﹤0.01%
105
+53
2152
$9K ﹤0.01%
125
+11
2153
$9K ﹤0.01%
500
+102
2154
$9K ﹤0.01%
585
2155
$9K ﹤0.01%
1,659
2156
$9K ﹤0.01%
395
-26
2157
$9K ﹤0.01%
+1,098
2158
$9K ﹤0.01%
500
2159
$9K ﹤0.01%
316
+71
2160
$9K ﹤0.01%
137
2161
$9K ﹤0.01%
500
2162
$9K ﹤0.01%
167
2163
$9K ﹤0.01%
34
+20
2164
$9K ﹤0.01%
144
+14
2165
$9K ﹤0.01%
693
2166
$9K ﹤0.01%
75
+22
2167
$9K ﹤0.01%
255
2168
$9K ﹤0.01%
164
2169
$9K ﹤0.01%
207
2170
$9K ﹤0.01%
477
-869
2171
$9K ﹤0.01%
128
2172
$9K ﹤0.01%
281
+31
2173
$9K ﹤0.01%
9
2174
$9K ﹤0.01%
6,650
-500
2175
$9K ﹤0.01%
452
85 86
87
88 89