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
401
$2.34M 0.01%
64,065
+40,076
402
$2.32M 0.01%
181,400
+16,148
403
$2.32M 0.01%
13,519
+4,067
404
$2.31M 0.01%
62,266
+2,555
405
$2.31M 0.01%
43,999
-15,217
406
$2.3M 0.01%
13,902
+7,808
407
$2.29M 0.01%
175,150
+43,336
408
$2.28M 0.01%
86,145
+5,566
409
$2.28M 0.01%
68,630
+890
410
$2.26M 0.01%
61,408
-1,600
411
$2.24M 0.01%
152,022
+57,783
412
$2.22M 0.01%
169,016
+63,986
413
$2.2M 0.01%
5,572
+1,793
414
$2.18M 0.01%
10,863
+109
415
$2.17M 0.01%
17,431
+2,949
416
$2.16M 0.01%
38,098
+2,130
417
$2.16M 0.01%
14,675
-26
418
$2.16M 0.01%
252,417
-91,605
419
$2.12M 0.01%
12,490
+3,026
420
$2.09M 0.01%
25,999
+24,610
421
$2.08M 0.01%
79,482
+15,877
422
$2.08M 0.01%
57,252
-3,704
423
$2.08M 0.01%
64,122
+3,577
424
$2.07M 0.01%
81,208
+12,078
425
$2.04M 0.01%
17,444
+97
15 16
17
18 19