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
2276
$5K ﹤0.01%
+1,304
2277
$5K ﹤0.01%
135
2278
$5K ﹤0.01%
278
+96
2279
$5K ﹤0.01%
1,001
2280
$5K ﹤0.01%
69
+9
2281
$5K ﹤0.01%
22
2282
$5K ﹤0.01%
123
2283
$5K ﹤0.01%
+140
2284
$5K ﹤0.01%
764
-764
2285
$5K ﹤0.01%
168
2286
$5K ﹤0.01%
+500
2287
$5K ﹤0.01%
150
2288
$5K ﹤0.01%
200
2289
$5K ﹤0.01%
42
2290
$5K ﹤0.01%
526
2291
$5K ﹤0.01%
28
+12
2292
$5K ﹤0.01%
27
2293
$5K ﹤0.01%
707
-200
2294
$5K ﹤0.01%
25
2295
$5K ﹤0.01%
114
2296
$5K ﹤0.01%
7,500
2297
$5K ﹤0.01%
55
+45
2298
$5K ﹤0.01%
195
-35
2299
$5K ﹤0.01%
925
2300
$5K ﹤0.01%
320
-5
90 91
92
93 94