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
2326
$4K ﹤0.01%
+62
2327
$4K ﹤0.01%
+82
2328
$4K ﹤0.01%
500
2329
$4K ﹤0.01%
75
2330
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+47
2331
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+1
2332
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+1,000
2333
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67
2334
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27
+15
2335
$4K ﹤0.01%
57
2336
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288
2337
$4K ﹤0.01%
598
-541
2338
$4K ﹤0.01%
269
2339
$4K ﹤0.01%
+41
2340
$4K ﹤0.01%
+17
2341
$4K ﹤0.01%
154
+20
2342
$4K ﹤0.01%
240
2343
$4K ﹤0.01%
+77
2344
$4K ﹤0.01%
98
2345
$4K ﹤0.01%
501
-762
2346
$4K ﹤0.01%
199
2347
$4K ﹤0.01%
168
-101
2348
$4K ﹤0.01%
487
-5,169
2349
$4K ﹤0.01%
+275
2350
$3K ﹤0.01%
78
92 93
94
95 96