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
2201
$8K ﹤0.01%
95
+3
2202
$8K ﹤0.01%
140
-26
2203
$8K ﹤0.01%
115
2204
$8K ﹤0.01%
516
+6
2205
$8K ﹤0.01%
+1,191
2206
$8K ﹤0.01%
588
-102
2207
$8K ﹤0.01%
134
+101
2208
$8K ﹤0.01%
3,300
2209
$8K ﹤0.01%
269
+12
2210
$7K ﹤0.01%
+150
2211
$7K ﹤0.01%
+750
2212
$7K ﹤0.01%
190
+100
2213
$7K ﹤0.01%
456
-150
2214
$7K ﹤0.01%
109
-6
2215
$7K ﹤0.01%
174
+35
2216
$7K ﹤0.01%
210
-294
2217
$7K ﹤0.01%
+56
2218
$7K ﹤0.01%
+158
2219
$7K ﹤0.01%
48
-72
2220
$7K ﹤0.01%
112
-10
2221
$7K ﹤0.01%
+250
2222
$7K ﹤0.01%
100
-32
2223
$7K ﹤0.01%
3,019
2224
$7K ﹤0.01%
+150
2225
$7K ﹤0.01%
1,167
87 88
89
90 91