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
2451
$2K ﹤0.01%
140
2452
$2K ﹤0.01%
+212
2453
$2K ﹤0.01%
200
2454
$2K ﹤0.01%
31
+27
2455
$2K ﹤0.01%
+125
2456
$2K ﹤0.01%
+38
2457
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+6
2458
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+43
2459
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216
2460
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+92
2461
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50
2462
$2K ﹤0.01%
226
2463
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315
2464
$2K ﹤0.01%
8
2465
$2K ﹤0.01%
46
2466
$2K ﹤0.01%
+71
2467
$2K ﹤0.01%
73
2468
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289
2469
$2K ﹤0.01%
517
+67
2470
$2K ﹤0.01%
146
+5
2471
$2K ﹤0.01%
+109
2472
$2K ﹤0.01%
+921
2473
$2K ﹤0.01%
110
+100
2474
$2K ﹤0.01%
+750
2475
$2K ﹤0.01%
+9
97 98
99
100 101