Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$751M
2
+$723M
3
+$494M
4
IAU icon
iShares Gold Trust
IAU
+$384M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1
+$554M
2
+$127M
3
+$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.4M
5
AAPL icon
Apple
AAPL
+$16.9M

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
2576
– –
-67
2577
$0 ﹤0.01%
+3
2578
– –
-22
2579
– –
-2,041
2580
– –
-4
2581
– –
-206
2582
$0 ﹤0.01%
+1
2583
– –
-2,000
2584
$0 ﹤0.01%
28
2585
$0 ﹤0.01%
+8
2586
– –
-257
2587
$0 ﹤0.01%
+16
2588
– –
-1,852
2589
$0 ﹤0.01%
+1
2590
– –
-10
2591
– –
-30
2592
– –
-250
2593
$0 ﹤0.01%
+7
2594
$0 ﹤0.01%
+5
2595
– –
-25
2596
– –
-300
2597
$0 ﹤0.01%
7
2598
– –
-110
2599
$0 ﹤0.01%
36
+3
2600
– –
-397
102 103
104
105 106