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
451
$1.76M ﹤0.01%
101,091
-7,841
452
$1.74M ﹤0.01%
25,192
+2,099
453
$1.74M ﹤0.01%
57,326
+56,002
454
$1.73M ﹤0.01%
33,638
+30,478
455
$1.73M ﹤0.01%
+27,191
456
$1.72M ﹤0.01%
127,631
-4,148
457
$1.72M ﹤0.01%
26,808
+1,340
458
$1.71M ﹤0.01%
47,626
+16,921
459
$1.71M ﹤0.01%
22,660
-1,512
460
$1.7M ﹤0.01%
378,613
+375,850
461
$1.68M ﹤0.01%
14,728
+6,374
462
$1.68M ﹤0.01%
17,301
+5,579
463
$1.67M ﹤0.01%
30,941
+3,487
464
$1.67M ﹤0.01%
66,950
+24,000
465
$1.65M ﹤0.01%
64,793
-5,924
466
$1.65M ﹤0.01%
122,540
+3,321
467
$1.63M ﹤0.01%
23,189
-16,356
468
$1.63M ﹤0.01%
27,560
+1,036
469
$1.63M ﹤0.01%
14,783
-1,961
470
$1.6M ﹤0.01%
57,096
+273
471
$1.59M ﹤0.01%
20,501
+12,549
472
$1.59M ﹤0.01%
140,806
+42,348
473
$1.57M ﹤0.01%
9,516
+2,356
474
$1.57M ﹤0.01%
31,364
-37,613
475
$1.56M ﹤0.01%
10,861
+1,345
17 18
19
20 21