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
501
$1.42M ﹤0.01%
2,539
+182
502
$1.42M ﹤0.01%
7,527
+2,059
503
$1.42M ﹤0.01%
9,191
+564
504
$1.41M ﹤0.01%
6,758
+1,199
505
$1.41M ﹤0.01%
7,592
+312
506
$1.4M ﹤0.01%
45,570
+26,250
507
$1.4M ﹤0.01%
6,988
-3,844
508
$1.4M ﹤0.01%
38,536
-4,024
509
$1.39M ﹤0.01%
55,372
+1,823
510
$1.38M ﹤0.01%
10,562
+1,254
511
$1.38M ﹤0.01%
87,133
-4,082
512
$1.37M ﹤0.01%
11,432
+5,770
513
$1.37M ﹤0.01%
71,042
+637
514
$1.36M ﹤0.01%
32,050
+9,639
515
$1.36M ﹤0.01%
29,965
+615
516
$1.36M ﹤0.01%
93,748
+6,176
517
$1.35M ﹤0.01%
17,974
518
$1.34M ﹤0.01%
5,538
+3,033
519
$1.34M ﹤0.01%
49,276
+10,551
520
$1.34M ﹤0.01%
28,962
+10,126
521
$1.34M ﹤0.01%
6,054
-48
522
$1.32M ﹤0.01%
+33,000
523
$1.31M ﹤0.01%
196,145
-19,207
524
$1.3M ﹤0.01%
23,028
-206
525
$1.3M ﹤0.01%
14,092
-2,387
19 20
21
22 23