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
526
$1.3M ﹤0.01%
9,492
+3,728
527
$1.3M ﹤0.01%
22,272
+3,468
528
$1.29M ﹤0.01%
24,246
+11,364
529
$1.29M ﹤0.01%
25,174
+796
530
$1.28M ﹤0.01%
5,958
-3,544
531
$1.28M ﹤0.01%
2,999
+1,181
532
$1.26M ﹤0.01%
4,540
-5,423
533
$1.25M ﹤0.01%
80,185
+22,143
534
$1.25M ﹤0.01%
42,669
-2,376
535
$1.24M ﹤0.01%
9,959
+7,584
536
$1.23M ﹤0.01%
16,308
+6,124
537
$1.23M ﹤0.01%
30,893
+1,550
538
$1.22M ﹤0.01%
190,352
+95,936
539
$1.2M ﹤0.01%
5,606
+1,299
540
$1.19M ﹤0.01%
33,363
+11,496
541
$1.19M ﹤0.01%
4,990
+470
542
$1.19M ﹤0.01%
34,876
+23,778
543
$1.18M ﹤0.01%
39,161
+4,974
544
$1.18M ﹤0.01%
21,520
+1,568
545
$1.17M ﹤0.01%
23,988
-852
546
$1.17M ﹤0.01%
75,049
+6,200
547
$1.16M ﹤0.01%
33,786
-4,787
548
$1.16M ﹤0.01%
29,253
+397
549
$1.16M ﹤0.01%
6,804
+1,674
550
$1.15M ﹤0.01%
41,419
-274
20 21
22
23 24