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
301
$4.85M 0.01%
47,052
+24,676
302
$4.83M 0.01%
32,735
-9
303
$4.82M 0.01%
37,597
+9,130
304
$4.79M 0.01%
65,048
+21,178
305
$4.76M 0.01%
195,258
-22,156
306
$4.73M 0.01%
89,122
+2,322
307
$4.68M 0.01%
199,273
-21,641
308
$4.67M 0.01%
345,460
+17,643
309
$4.58M 0.01%
14,036
+4,043
310
$4.57M 0.01%
768,186
+128,369
311
$4.57M 0.01%
69,664
-14,217
312
$4.53M 0.01%
86,834
-5,069
313
$4.51M 0.01%
14,491
+31
314
$4.47M 0.01%
57,944
+7,267
315
$4.47M 0.01%
82,864
-168
316
$4.47M 0.01%
70,696
-10,217
317
$4.46M 0.01%
172,111
+6,928
318
$4.38M 0.01%
13,546
+10,456
319
$4.35M 0.01%
27,643
+1,410
320
$4.26M 0.01%
5,608
+3,824
321
$4.26M 0.01%
20,303
+5,627
322
$4.23M 0.01%
118,039
+3,523
323
$4.2M 0.01%
20,353
+495
324
$4.2M 0.01%
13,298
+2,868
325
$4.15M 0.01%
160,292
-22,436
11 12
13
14 15