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
26
$236M 0.64%
1,124,063
-70,344
27
$234M 0.63%
1,980,197
+397,965
28
$232M 0.62%
1,474,440
+6,000
29
$215M 0.58%
943,638
+7,766
30
$194M 0.52%
2,079,841
+1,591,872
31
$174M 0.47%
1,133,857
+680
32
$164M 0.44%
874,214
-21,470
33
$156M 0.42%
506,268
+12,268
34
$149M 0.4%
1,157,414
+105,346
35
$147M 0.39%
1,356,697
+103,703
36
$143M 0.38%
4,674,449
+211,520
37
$129M 0.35%
595,771
-19,559
38
$123M 0.33%
1,934,826
-109,024
39
$122M 0.33%
2,106,332
-32,052
40
$115M 0.31%
+2,027,928
41
$111M 0.3%
1,208,135
+292,862
42
$111M 0.3%
651,132
-30,078
43
$109M 0.29%
2,107,960
+86,484
44
$106M 0.28%
1,271,198
-985,620
45
$106M 0.28%
1,308,869
+333,173
46
$105M 0.28%
1,426,260
+25,540
47
$95.8M 0.26%
7,131,630
-228,048
48
$91.6M 0.25%
843,444
+179,184
49
$87.1M 0.23%
313,771
+35,564
50
$84.1M 0.23%
474,671
+47,771
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