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
$37.2B
AUM Growth
+$4.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,774
New
Increased
Reduced
Closed

Top Buys

1
+$746M
2
+$733M
3
+$491M
4
IAU icon
iShares Gold Trust
IAU
+$378M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1
+$559M
2
+$128M
3
+$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.3M
5
AAPL icon
Apple
AAPL
+$17.9M

Sector Composition

1 Technology 2.83%
2 Consumer Discretionary 1.41%
3 Financials 1.4%
4 Healthcare 1.32%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.07M 0.02%
166,125
+6,353
227
$8.99M 0.02%
145,497
+1,381
228
$8.99M 0.02%
222,713
-16,975
229
$8.88M 0.02%
79,699
+3,805
230
$8.62M 0.02%
247,712
+13,324
231
$8.56M 0.02%
204,986
+69,605
232
$8.53M 0.02%
52,499
+27,525
233
$8.44M 0.02%
47,542
+37,103
234
$8.28M 0.02%
60,119
+536
235
$8.24M 0.02%
104,948
+11,421
236
$8.19M 0.02%
232,514
-100,016
237
$8.05M 0.02%
100,875
-15,247
238
$7.88M 0.02%
167,416
+6,238
239
$7.81M 0.02%
67,131
-5,658
240
$7.69M 0.02%
131,505
+10,820
241
$7.49M 0.02%
148,129
+15,224
242
$7.46M 0.02%
242,160
+216,796
243
$7.41M 0.02%
263,643
+52,236
244
$7.37M 0.02%
34,457
+1,206
245
$7.37M 0.02%
294,097
+13,656
246
$7.31M 0.02%
648,192
+138,612
247
$7.09M 0.02%
276,836
+18,827
248
$7.08M 0.02%
88,662
-4,256
249
$6.95M 0.02%
88,044
+3,850
250
$6.86M 0.02%
61,934
+6,786
8 9
10
11 12