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
2576
– –
-300
2577
$0 ﹤0.01%
7
2578
– –
-110
2579
$0 ﹤0.01%
36
+3
2580
– –
-397
2581
– –
-29,670
2582
– –
-62
2583
– –
-585
2584
$0 ﹤0.01%
1
2585
– –
-218
2586
$0 ﹤0.01%
7
2587
$0 ﹤0.01%
7
-193
2588
$0 ﹤0.01%
+28
2589
$0 ﹤0.01%
+6
2590
$0 ﹤0.01%
+3
2591
$0 ﹤0.01%
+7
2592
$0 ﹤0.01%
43
2593
$0 ﹤0.01%
429
-2,915
2594
– –
-11,550
2595
$0 ﹤0.01%
+1
2596
– –
-200
2597
– –
-400
2598
– –
-4
2599
– –
-384
2600
– –
-209
102 103
104
105 106