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
351
$3.28M 0.01%
32,112
-10,989
352
$3.27M 0.01%
212,885
+31,360
353
$3.24M 0.01%
69,066
+15,170
354
$3.24M 0.01%
29,371
+13
355
$3.21M 0.01%
84,363
+20,048
356
$3.19M 0.01%
351,790
-1,175
357
$3.18M 0.01%
239,364
+52,680
358
$3.17M 0.01%
27,123
+728
359
$3.14M 0.01%
220,735
+15,295
360
$3.08M 0.01%
10,848
+3,507
361
$3.04M 0.01%
1,780
+403
362
$3.04M 0.01%
11,165
+8,223
363
$3.03M 0.01%
20,807
+1,849
364
$3.01M 0.01%
120,796
-14,604
365
$2.98M 0.01%
104,766
+12,507
366
$2.98M 0.01%
72,413
+14,752
367
$2.98M 0.01%
19,108
+1,024
368
$2.91M 0.01%
185,813
+44,092
369
$2.9M 0.01%
20,825
+529
370
$2.87M 0.01%
31,615
+25,830
371
$2.81M 0.01%
66,870
+26,937
372
$2.81M 0.01%
47,551
-13,269
373
$2.8M 0.01%
243,564
+140,556
374
$2.76M 0.01%
88,862
-6,592
375
$2.76M 0.01%
50,042
-2,634
13 14
15
16 17