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
2226
$7K ﹤0.01%
+189
2227
$7K ﹤0.01%
139
+28
2228
$7K ﹤0.01%
+15
2229
$7K ﹤0.01%
115
-1,040
2230
$7K ﹤0.01%
84
+20
2231
$7K ﹤0.01%
454
+4
2232
$7K ﹤0.01%
223
2233
$7K ﹤0.01%
673
2234
$7K ﹤0.01%
+2,050
2235
$7K ﹤0.01%
1,145
2236
$7K ﹤0.01%
+210
2237
$7K ﹤0.01%
+254
2238
$7K ﹤0.01%
10,041
-831
2239
$6K ﹤0.01%
+400
2240
$6K ﹤0.01%
301
2241
$6K ﹤0.01%
132
2242
$6K ﹤0.01%
140
2243
$6K ﹤0.01%
143
2244
$6K ﹤0.01%
+70
2245
$6K ﹤0.01%
600
2246
$6K ﹤0.01%
59
+14
2247
$6K ﹤0.01%
179
-75
2248
$6K ﹤0.01%
+400
2249
$6K ﹤0.01%
+200
2250
$6K ﹤0.01%
+160
88 89
90
91 92