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
201
$12.9M 0.03%
279,012
+12,190
202
$12.9M 0.03%
401,265
+66,683
203
$12.9M 0.03%
207,410
-79
204
$12.8M 0.03%
76,260
+2,849
205
$12.8M 0.03%
182,027
+9,207
206
$12.8M 0.03%
87,557
-6,949
207
$12.8M 0.03%
400,061
-1,924
208
$12.8M 0.03%
131,514
+872
209
$12.7M 0.03%
69,581
+1,565
210
$12.5M 0.03%
122,302
-25,435
211
$12.3M 0.03%
37,479
+1,130
212
$12.3M 0.03%
262,290
+14,610
213
$12.2M 0.03%
150,395
+8,298
214
$12.2M 0.03%
125,324
-13,000
215
$12.1M 0.03%
222,492
+38,958
216
$12M 0.03%
292,192
-17,559
217
$11.7M 0.03%
444,012
+38,917
218
$11.5M 0.03%
65,248
+5,451
219
$11.5M 0.03%
261,780
-46,170
220
$11.3M 0.03%
68,340
+3,830
221
$11.3M 0.03%
164,736
-4,852
222
$11.2M 0.03%
253,386
+5,674
223
$11.1M 0.03%
117,026
+12,078
224
$10.7M 0.02%
63,164
+104
225
$10.6M 0.02%
97,096
+35,000
7 8
9
10 11