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
276
$5.82M 0.02%
114,700
+10,088
277
$5.8M 0.02%
189,697
-115,577
278
$5.78M 0.02%
91,157
+17,208
279
$5.77M 0.02%
43,181
+11,981
280
$5.74M 0.02%
39,111
+2,545
281
$5.71M 0.02%
212,431
-10,554
282
$5.58M 0.02%
115,980
+748
283
$5.53M 0.01%
92,658
-12,674
284
$5.53M 0.01%
113,808
-1,283
285
$5.52M 0.01%
40,739
+3,410
286
$5.43M 0.01%
124,134
+13,145
287
$5.42M 0.01%
58,698
-3,839
288
$5.41M 0.01%
62,096
+13,384
289
$5.39M 0.01%
93,850
+3,808
290
$5.39M 0.01%
81,347
+6,967
291
$5.33M 0.01%
27,565
+350
292
$5.29M 0.01%
73,297
+5,521
293
$5.13M 0.01%
108,234
+7,749
294
$5.03M 0.01%
81,476
-2,802
295
$5.02M 0.01%
323,639
+182,201
296
$4.94M 0.01%
195,875
-24,867
297
$4.92M 0.01%
84,388
+260
298
$4.89M 0.01%
93,041
-21,470
299
$4.86M 0.01%
174,018
+7,568
300
$4.86M 0.01%
203,326
+201,272
10 11
12
13 14