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
2526
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-69
2527
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-125
2528
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-469
2529
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2530
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2531
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$0 ﹤0.01%
+37
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2534
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-86
2535
$0 ﹤0.01%
+8
2536
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42
2537
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-900
2538
$0 ﹤0.01%
44
2539
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2540
$0 ﹤0.01%
12
-1,833
2541
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-2,500
2542
$0 ﹤0.01%
3
2543
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+2
2544
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2545
$0 ﹤0.01%
1
-699
2546
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-425
2547
$0 ﹤0.01%
1
-1
2548
$0 ﹤0.01%
1
-2
2549
– –
-16,800
2550
– –
-1,175
100 101
102
103 104