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
476
$1.55M ﹤0.01%
20,646
+2,857
477
$1.55M ﹤0.01%
18,642
-1,608
478
$1.55M ﹤0.01%
45,066
+38,115
479
$1.53M ﹤0.01%
16,793
-125
480
$1.53M ﹤0.01%
311,780
+282,499
481
$1.53M ﹤0.01%
15,335
+1,791
482
$1.52M ﹤0.01%
4,621
+884
483
$1.52M ﹤0.01%
23,578
-24
484
$1.51M ﹤0.01%
51,551
-34,762
485
$1.5M ﹤0.01%
5,379
+4,952
486
$1.5M ﹤0.01%
133,587
-28,350
487
$1.5M ﹤0.01%
27,351
+2,572
488
$1.49M ﹤0.01%
203,501
-2,619
489
$1.48M ﹤0.01%
43,721
-44,059
490
$1.48M ﹤0.01%
44,542
+2,890
491
$1.48M ﹤0.01%
31,367
-1,533
492
$1.48M ﹤0.01%
51,460
+3,090
493
$1.47M ﹤0.01%
24,162
+2,908
494
$1.45M ﹤0.01%
12,687
-128
495
$1.45M ﹤0.01%
20,624
+1,529
496
$1.45M ﹤0.01%
117,772
+11,992
497
$1.45M ﹤0.01%
36,895
+1,972
498
$1.45M ﹤0.01%
13,600
-980
499
$1.45M ﹤0.01%
25,202
-8,537
500
$1.43M ﹤0.01%
50,822
+3,984
18 19
20
21 22