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
2626
– –
-1,000
2627
$0 ﹤0.01%
+2
2628
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2
2629
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2630
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+3
2631
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-48
2632
$0 ﹤0.01%
166
-224
2633
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-425
2634
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$0 ﹤0.01%
+500
2636
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4
-86
2637
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-527
2638
$0 ﹤0.01%
2
2639
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2640
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-5,000
2641
$0 ﹤0.01%
3
2642
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-335
2643
$0 ﹤0.01%
+25
2644
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-234
2645
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-13,860
2646
$0 ﹤0.01%
+100
2647
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9
2648
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-33
2649
$0 ﹤0.01%
13
2650
– –
-133
104 105
106
107 108