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
2176
$9K ﹤0.01%
147
2177
$9K ﹤0.01%
540
-1,878
2178
$9K ﹤0.01%
601
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2179
$9K ﹤0.01%
525
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2180
$8K ﹤0.01%
154
2181
$8K ﹤0.01%
916
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2182
$8K ﹤0.01%
860
2183
$8K ﹤0.01%
50
-8
2184
$8K ﹤0.01%
225
2185
$8K ﹤0.01%
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2186
$8K ﹤0.01%
92
2187
$8K ﹤0.01%
265
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2188
$8K ﹤0.01%
1,375
2189
$8K ﹤0.01%
+178
2190
$8K ﹤0.01%
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2191
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180
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229
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2193
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5,000
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2194
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2195
$8K ﹤0.01%
190
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2196
$8K ﹤0.01%
+172
2197
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2198
$8K ﹤0.01%
200
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2199
$8K ﹤0.01%
158
-400
2200
$8K ﹤0.01%
+900
86 87
88
89 90