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
2351
$3K ﹤0.01%
500
2352
$3K ﹤0.01%
+26
2353
$3K ﹤0.01%
54
-1,417
2354
$3K ﹤0.01%
80
-764
2355
$3K ﹤0.01%
78
-4,109
2356
$3K ﹤0.01%
+212
2357
$3K ﹤0.01%
396
-396
2358
$3K ﹤0.01%
144
+16
2359
$3K ﹤0.01%
72
-94
2360
$3K ﹤0.01%
+200
2361
$3K ﹤0.01%
104
+67
2362
$3K ﹤0.01%
+98
2363
$3K ﹤0.01%
+420
2364
$3K ﹤0.01%
+27
2365
$3K ﹤0.01%
+45
2366
$3K ﹤0.01%
1,000
2367
$3K ﹤0.01%
+23
2368
$3K ﹤0.01%
78
+42
2369
$3K ﹤0.01%
34
-226
2370
$3K ﹤0.01%
167
-293
2371
$3K ﹤0.01%
181
2372
$3K ﹤0.01%
+35
2373
$3K ﹤0.01%
93
2374
$3K ﹤0.01%
+15
2375
$3K ﹤0.01%
22
93 94
95
96 97