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
701
$620K ﹤0.01%
13,693
+417
702
$618K ﹤0.01%
28,393
-1,337
703
$616K ﹤0.01%
20,560
+17
704
$614K ﹤0.01%
7,885
+740
705
$612K ﹤0.01%
15,429
-667
706
$611K ﹤0.01%
8,717
-68
707
$610K ﹤0.01%
10,610
-36
708
$607K ﹤0.01%
42,290
709
$603K ﹤0.01%
21,159
-2,831
710
$602K ﹤0.01%
40,905
+25,331
711
$601K ﹤0.01%
18,153
712
$599K ﹤0.01%
110,465
+8,672
713
$598K ﹤0.01%
2,642
+2,517
714
$597K ﹤0.01%
5,474
-168
715
$594K ﹤0.01%
11,388
+902
716
$593K ﹤0.01%
17,390
-513
717
$593K ﹤0.01%
5,838
+1,077
718
$585K ﹤0.01%
19,663
-3,272
719
$582K ﹤0.01%
5,710
+326
720
$578K ﹤0.01%
7,409
+289
721
$572K ﹤0.01%
46,672
-4,518
722
$565K ﹤0.01%
10,149
+599
723
$565K ﹤0.01%
1,201
+1,121
724
$563K ﹤0.01%
+14,701
725
$560K ﹤0.01%
5,853
-12
27 28
29
30 31