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
2501
– –
-203
2502
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-8
2503
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-5,746
2504
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-16
2505
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-100
2506
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-300
2507
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-51
2508
$0 ﹤0.01%
+3
2509
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+3
2510
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-67
2511
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+3
2512
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-22
2513
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-2,041
2514
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-4
2515
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2516
$0 ﹤0.01%
+1
2517
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-2,000
2518
$0 ﹤0.01%
28
2519
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+8
2520
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2521
$0 ﹤0.01%
+16
2522
– –
-1,852
2523
$0 ﹤0.01%
+1
2524
– –
-10
2525
$0 ﹤0.01%
+500
99 100
101
102 103