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
2651
$0 ﹤0.01%
429
-2,915
2652
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2653
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+1
2654
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2655
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+2
2656
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2657
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2658
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2659
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2660
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2661
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2662
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2663
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2664
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2665
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2666
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2667
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-224
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2669
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2670
$0 ﹤0.01%
+500
2671
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4
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2672
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2673
$0 ﹤0.01%
2
2674
$0 ﹤0.01%
45
2675
– –
-5,000
105 106
107
108 109