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
676
$667K ﹤0.01%
9,596
+163
677
$667K ﹤0.01%
16,373
+19
678
$660K ﹤0.01%
22,906
+639
679
$660K ﹤0.01%
6,634
680
$659K ﹤0.01%
2,254
+1,286
681
$658K ﹤0.01%
16,167
+12,708
682
$658K ﹤0.01%
2,271
+290
683
$656K ﹤0.01%
8,300
+463
684
$655K ﹤0.01%
7,913
+421
685
$650K ﹤0.01%
1,527
+409
686
$650K ﹤0.01%
11,975
+6,620
687
$649K ﹤0.01%
15,477
+99
688
$648K ﹤0.01%
10,915
-118
689
$645K ﹤0.01%
13,872
-81
690
$638K ﹤0.01%
12,730
+2,030
691
$637K ﹤0.01%
6,910
-14
692
$635K ﹤0.01%
8,217
+4,114
693
$634K ﹤0.01%
3,636
-406
694
$633K ﹤0.01%
36,472
+464
695
$630K ﹤0.01%
14,510
+2,945
696
$630K ﹤0.01%
647
-143
697
$629K ﹤0.01%
39,935
+5,726
698
$626K ﹤0.01%
21,318
+11,622
699
$625K ﹤0.01%
7,015
-45,033
700
$623K ﹤0.01%
6,979
+224
26 27
28
29 30