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
2376
$3K ﹤0.01%
43
-1
2377
$3K ﹤0.01%
+119
2378
$3K ﹤0.01%
85
2379
$3K ﹤0.01%
144
2380
$3K ﹤0.01%
+50
2381
$3K ﹤0.01%
75
2382
$3K ﹤0.01%
+729
2383
$3K ﹤0.01%
+65
2384
$3K ﹤0.01%
34
2385
$3K ﹤0.01%
150
-30
2386
$3K ﹤0.01%
139
2387
$3K ﹤0.01%
366
2388
$3K ﹤0.01%
14
2389
$3K ﹤0.01%
+20
2390
$3K ﹤0.01%
117
+48
2391
$3K ﹤0.01%
57
-743
2392
$3K ﹤0.01%
5
+4
2393
$3K ﹤0.01%
+159
2394
$3K ﹤0.01%
121
-133
2395
$3K ﹤0.01%
329
+6
2396
$3K ﹤0.01%
80
+31
2397
$3K ﹤0.01%
+179
2398
$3K ﹤0.01%
103
2399
$3K ﹤0.01%
+70
2400
$3K ﹤0.01%
110
94 95
96
97 98