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
651
$737K ﹤0.01%
53,268
+9,137
652
$728K ﹤0.01%
19,496
-600
653
$728K ﹤0.01%
3,929
+1,195
654
$726K ﹤0.01%
47,854
-1,563
655
$726K ﹤0.01%
23,666
+20,676
656
$724K ﹤0.01%
24,182
+1,502
657
$715K ﹤0.01%
3,260
-456
658
$714K ﹤0.01%
19,575
+8,602
659
$713K ﹤0.01%
11,001
-14,656
660
$711K ﹤0.01%
24,291
+5,494
661
$707K ﹤0.01%
17,034
+872
662
$707K ﹤0.01%
37,209
+1,163
663
$698K ﹤0.01%
25,339
-4,166
664
$697K ﹤0.01%
2,538
-2,650
665
$696K ﹤0.01%
19,034
+3,568
666
$687K ﹤0.01%
51,174
+38,100
667
$683K ﹤0.01%
55,039
+1,005
668
$682K ﹤0.01%
37,915
+36,737
669
$681K ﹤0.01%
55,338
+3,612
670
$680K ﹤0.01%
10,441
+121
671
$680K ﹤0.01%
26,079
+268
672
$672K ﹤0.01%
50,096
+3,468
673
$669K ﹤0.01%
25,571
-2,229
674
$668K ﹤0.01%
37,846
-17,658
675
$668K ﹤0.01%
9,239
-791
25 26
27
28 29