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
576
$1.05M ﹤0.01%
17,599
+1,455
577
$1.04M ﹤0.01%
21,458
+178
578
$1.04M ﹤0.01%
7,971
+726
579
$1.04M ﹤0.01%
19,776
+3,006
580
$1.04M ﹤0.01%
39,210
+5,594
581
$1.03M ﹤0.01%
+30,689
582
$1.03M ﹤0.01%
23,565
-840
583
$1.03M ﹤0.01%
28,607
+1,041
584
$1.02M ﹤0.01%
16,755
-765
585
$1.01M ﹤0.01%
10,748
+1,812
586
$1M ﹤0.01%
3,004
+1,747
587
$1M ﹤0.01%
24,844
+2,324
588
$994K ﹤0.01%
4,554
+87
589
$982K ﹤0.01%
75,183
-9,535
590
$958K ﹤0.01%
5,895
-3,182
591
$957K ﹤0.01%
5,385
+5,077
592
$953K ﹤0.01%
15,877
+3,149
593
$953K ﹤0.01%
23,317
-17
594
$951K ﹤0.01%
21,648
+3,636
595
$950K ﹤0.01%
73,440
-22,208
596
$949K ﹤0.01%
27,927
+927
597
$949K ﹤0.01%
70,580
+5,670
598
$945K ﹤0.01%
49,592
+746
599
$942K ﹤0.01%
6,559
+3,023
600
$940K ﹤0.01%
7,842
+1,819
22 23
24
25 26