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
2251
$6K ﹤0.01%
5,250
2252
$6K ﹤0.01%
+436
2253
$6K ﹤0.01%
1,000
2254
$6K ﹤0.01%
25
-40
2255
$6K ﹤0.01%
584
+339
2256
$6K ﹤0.01%
+399
2257
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165
2258
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350
2259
$6K ﹤0.01%
49
+14
2260
$6K ﹤0.01%
114
2261
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118
+15
2262
$6K ﹤0.01%
190
2263
$6K ﹤0.01%
540
2264
$6K ﹤0.01%
158
2265
$6K ﹤0.01%
257
2266
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81
2267
$6K ﹤0.01%
75
2268
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359
+36
2269
$6K ﹤0.01%
350
2270
$6K ﹤0.01%
185
+70
2271
$6K ﹤0.01%
568
2272
$6K ﹤0.01%
190
2273
$6K ﹤0.01%
140
2274
$5K ﹤0.01%
+113
2275
$5K ﹤0.01%
+297