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
2301
$5K ﹤0.01%
160
-36
2302
$5K ﹤0.01%
133
2303
$5K ﹤0.01%
335
+4
2304
$5K ﹤0.01%
216
+1
2305
$5K ﹤0.01%
306
+305
2306
$5K ﹤0.01%
+607
2307
$5K ﹤0.01%
+350
2308
$5K ﹤0.01%
239
-300
2309
$5K ﹤0.01%
206
+163
2310
$4K ﹤0.01%
124
2311
$4K ﹤0.01%
100
-150
2312
$4K ﹤0.01%
+350
2313
$4K ﹤0.01%
238
2314
$4K ﹤0.01%
+267
2315
$4K ﹤0.01%
51
2316
$4K ﹤0.01%
+27
2317
$4K ﹤0.01%
+200
2318
$4K ﹤0.01%
441
2319
$4K ﹤0.01%
+150
2320
$4K ﹤0.01%
400
2321
$4K ﹤0.01%
+281
2322
$4K ﹤0.01%
1,272
+369
2323
$4K ﹤0.01%
+16
2324
$4K ﹤0.01%
33
-14
2325
$4K ﹤0.01%
21
+7
91 92
93
94 95