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
601
$939K ﹤0.01%
11,860
-972
602
$934K ﹤0.01%
17,429
+12
603
$929K ﹤0.01%
22,466
-68
604
$922K ﹤0.01%
22,304
+1,165
605
$911K ﹤0.01%
27,597
606
$902K ﹤0.01%
140,314
+11,221
607
$899K ﹤0.01%
+40,864
608
$899K ﹤0.01%
7,782
-2,260
609
$893K ﹤0.01%
38,666
+11,191
610
$890K ﹤0.01%
62,398
-2,261
611
$886K ﹤0.01%
161,935
+93,313
612
$880K ﹤0.01%
17,930
+9,095
613
$877K ﹤0.01%
79,761
+17,897
614
$877K ﹤0.01%
29,593
+579
615
$876K ﹤0.01%
12,204
-213
616
$876K ﹤0.01%
60,937
+135
617
$875K ﹤0.01%
7,128
+14
618
$875K ﹤0.01%
5,397
+1,150
619
$867K ﹤0.01%
32,980
+2,638
620
$863K ﹤0.01%
106,157
-3,562
621
$862K ﹤0.01%
8,163
+415
622
$848K ﹤0.01%
16,409
+7,729
623
$833K ﹤0.01%
24,638
-579
624
$830K ﹤0.01%
8,116
-90
625
$828K ﹤0.01%
35,262
-89,194
23 24
25
26 27