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
551
$1.15M ﹤0.01%
979
+26
552
$1.15M ﹤0.01%
86,082
-3,819
553
$1.14M ﹤0.01%
23,615
+936
554
$1.14M ﹤0.01%
18,836
+867
555
$1.13M ﹤0.01%
99,257
+171
556
$1.13M ﹤0.01%
5,416
+120
557
$1.13M ﹤0.01%
36,103
+7,363
558
$1.13M ﹤0.01%
12,236
+37
559
$1.13M ﹤0.01%
5,984
+1,366
560
$1.12M ﹤0.01%
116,467
+15,635
561
$1.11M ﹤0.01%
32,469
-7,089
562
$1.1M ﹤0.01%
1,245
+830
563
$1.1M ﹤0.01%
70,161
+9,600
564
$1.09M ﹤0.01%
5,088
+1,395
565
$1.09M ﹤0.01%
6,007
+2,098
566
$1.09M ﹤0.01%
18,629
-53,575
567
$1.08M ﹤0.01%
19,542
-1,712
568
$1.08M ﹤0.01%
6,914
-372
569
$1.07M ﹤0.01%
4,499
+4,377
570
$1.07M ﹤0.01%
24,716
+813
571
$1.05M ﹤0.01%
974
-595
572
$1.05M ﹤0.01%
55,105
-28,035
573
$1.05M ﹤0.01%
13,446
-3,094
574
$1.05M ﹤0.01%
20,565
+853
575
$1.05M ﹤0.01%
21,149
+787
21 22
23
24 25