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
626
$824K ﹤0.01%
14,248
+822
627
$821K ﹤0.01%
7,884
+288
628
$818K ﹤0.01%
57,441
+4,938
629
$813K ﹤0.01%
33,450
-14,368
630
$812K ﹤0.01%
13,724
+3,096
631
$811K ﹤0.01%
7,482
+1,777
632
$809K ﹤0.01%
2,191
+1,052
633
$808K ﹤0.01%
23,249
+1,593
634
$807K ﹤0.01%
3,986
-156
635
$803K ﹤0.01%
12,935
-1,156
636
$802K ﹤0.01%
7,401
-1,566
637
$799K ﹤0.01%
7,542
+6,076
638
$798K ﹤0.01%
6,533
+2
639
$796K ﹤0.01%
20,633
-2,664
640
$786K ﹤0.01%
44,090
+1,357
641
$777K ﹤0.01%
15,778
-1,502
642
$768K ﹤0.01%
5,664
-117
643
$766K ﹤0.01%
19,806
+14,023
644
$766K ﹤0.01%
9,111
-98
645
$755K ﹤0.01%
8,238
-500
646
$753K ﹤0.01%
60,949
+11,757
647
$752K ﹤0.01%
12,034
-883
648
$748K ﹤0.01%
7,977
-5,146
649
$745K ﹤0.01%
7,982
+769
650
$741K ﹤0.01%
16,621
+1,032
24 25
26
27 28