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
251
$6.84M 0.02%
352,736
-15
252
$6.74M 0.02%
89,872
+6,935
253
$6.66M 0.02%
46,033
-629
254
$6.64M 0.02%
330,684
-165,987
255
$6.61M 0.02%
74,967
+3,560
256
$6.58M 0.02%
31,301
+684
257
$6.58M 0.02%
227,379
-139
258
$6.52M 0.02%
61,933
+11,522
259
$6.51M 0.02%
93,860
+6,496
260
$6.48M 0.02%
46,823
+6,494
261
$6.44M 0.02%
72,715
+5,165
262
$6.42M 0.02%
101,134
+7,073
263
$6.35M 0.02%
443,132
+23,960
264
$6.32M 0.02%
128,955
+9,638
265
$6.25M 0.02%
115,200
-3,296
266
$6.21M 0.02%
121,164
-26,658
267
$6.13M 0.02%
57,494
+38,371
268
$6.13M 0.02%
215,247
+5,254
269
$6.13M 0.02%
75,701
-127,028
270
$6.07M 0.02%
21,595
+19,189
271
$6.06M 0.02%
112,322
+1,036
272
$5.89M 0.02%
365,486
+60,988
273
$5.88M 0.02%
155,009
-17,104
274
$5.85M 0.02%
330,642
-133,220
275
$5.83M 0.02%
23,604
-6,923
9 10
11
12 13