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
2476
$1K ﹤0.01%
40
-1
2477
$1K ﹤0.01%
43
-58
2478
$1K ﹤0.01%
+167
2479
$1K ﹤0.01%
210
-1,188
2480
– –
-15
2481
$0 ﹤0.01%
+2
2482
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-30
2483
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-200
2484
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-1,046
2485
$0 ﹤0.01%
+600
2486
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2487
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+9
2488
$0 ﹤0.01%
+48
2489
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5
+3
2490
– –
-663
2491
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-20
2492
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-451
2493
– –
-3,900
2494
$0 ﹤0.01%
4
2495
$0 ﹤0.01%
+1
2496
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2497
$0 ﹤0.01%
543
+7
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– –
-5
2499
– –
-385
2500
$0 ﹤0.01%
+36
98 99
100
101 102