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
326
$4.12M 0.01%
325,990
-6,719
327
$4.1M 0.01%
100,344
+89,604
328
$4.07M 0.01%
17,908
-40,115
329
$4.06M 0.01%
48,435
-3,050
330
$4.01M 0.01%
17,105
+3,239
331
$3.87M 0.01%
18,346
-3,100
332
$3.85M 0.01%
69,240
+632
333
$3.84M 0.01%
12
-2
334
$3.84M 0.01%
95,185
-1,035
335
$3.8M 0.01%
175,652
+143,712
336
$3.79M 0.01%
69,928
+1,934
337
$3.64M 0.01%
124,814
+12,614
338
$3.61M 0.01%
78,098
+15,978
339
$3.58M 0.01%
71,534
-21,339
340
$3.58M 0.01%
7,374
+1,714
341
$3.57M 0.01%
35,952
-6,287
342
$3.55M 0.01%
11,923
+818
343
$3.53M 0.01%
94,097
+1,250
344
$3.52M 0.01%
57,151
+2,038
345
$3.5M 0.01%
57,597
+599
346
$3.46M 0.01%
129,283
+13,339
347
$3.45M 0.01%
16,568
+1,479
348
$3.4M 0.01%
53,727
+7,488
349
$3.36M 0.01%
31,097
+5,102
350
$3.29M 0.01%
80,784
+20,100
12 13
14
15 16