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
426
$2.04M 0.01%
9,139
-3,478
427
$2.02M 0.01%
8,715
-903
428
$2M 0.01%
12,012
+3,016
429
$2M 0.01%
27,758
+3,651
430
$2M 0.01%
9,329
+3,939
431
$1.99M 0.01%
60,462
-59,154
432
$1.97M 0.01%
33,438
+2,845
433
$1.95M 0.01%
16,828
-19
434
$1.95M 0.01%
37,638
+4,893
435
$1.93M 0.01%
93,202
+5,802
436
$1.91M 0.01%
12,822
+1,889
437
$1.89M 0.01%
88,049
+310
438
$1.87M 0.01%
20,468
+1,237
439
$1.86M 0.01%
15,378
-1,075
440
$1.84M ﹤0.01%
18,924
-3,052
441
$1.83M ﹤0.01%
+18,771
442
$1.83M ﹤0.01%
36,728
+544
443
$1.81M ﹤0.01%
9,339
+2,536
444
$1.79M ﹤0.01%
38,560
+320
445
$1.79M ﹤0.01%
51,578
-414
446
$1.79M ﹤0.01%
12,979
-13,128
447
$1.78M ﹤0.01%
7,696
+710
448
$1.77M ﹤0.01%
26,041
-4,170
449
$1.77M ﹤0.01%
53,309
-15,839
450
$1.77M ﹤0.01%
13,388
-444
16 17
18
19 20