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
376
$2.74M 0.01%
23,888
-1,716
377
$2.7M 0.01%
50,910
+11,696
378
$2.69M 0.01%
48,968
+10,636
379
$2.67M 0.01%
41,987
-634
380
$2.66M 0.01%
21,046
+2,700
381
$2.63M 0.01%
50,458
+4,968
382
$2.63M 0.01%
88,865
+3,111
383
$2.61M 0.01%
101,392
-32,464
384
$2.6M 0.01%
31,871
+2,153
385
$2.59M 0.01%
199,847
+37,595
386
$2.57M 0.01%
16,520
+1,832
387
$2.54M 0.01%
47,385
+3,845
388
$2.53M 0.01%
25,144
+6,722
389
$2.53M 0.01%
125,149
-3,108
390
$2.52M 0.01%
31,638
+1,611
391
$2.52M 0.01%
26,324
+921
392
$2.52M 0.01%
6,091
+3,706
393
$2.51M 0.01%
111,136
+11,024
394
$2.49M 0.01%
30,940
-854
395
$2.45M 0.01%
43,887
+16,799
396
$2.45M 0.01%
22,626
-218
397
$2.39M 0.01%
3,831
+1,899
398
$2.38M 0.01%
89,364
-21,635
399
$2.35M 0.01%
7,810
+2,867
400
$2.35M 0.01%
29,352
-232
14 15
16
17 18