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
51
$81.7M 0.22%
2,596,072
+535,220
52
$80.2M 0.22%
927,235
+42,960
53
$79.8M 0.21%
304,788
-1,429
54
$79.6M 0.21%
761,715
+22,756
55
$78.4M 0.21%
663,977
-28,968
56
$75.8M 0.2%
1,345,944
+114,608
57
$71.1M 0.19%
527,880
+102,526
58
$68.6M 0.18%
343,190
+16,753
59
$67.1M 0.18%
1,153,018
+2,541
60
$67M 0.18%
3,625,137
-62,676
61
$66.6M 0.18%
196,880
+8,895
62
$65.2M 0.18%
306,187
-22,741
63
$64.5M 0.17%
1,293,835
+42,221
64
$61.2M 0.16%
299,855
-23,716
65
$58.8M 0.16%
567,146
+144,129
66
$57.7M 0.16%
642,293
-10,565
67
$57.7M 0.16%
1,581,934
-52,550
68
$57.5M 0.15%
597,644
+39,807
69
$57.5M 0.15%
413,682
+13,661
70
$57.2M 0.15%
1,121,836
+40,846
71
$56.4M 0.15%
202,984
+5,407
72
$56M 0.15%
647,790
+107,526
73
$55.8M 0.15%
3,874,744
+169,584
74
$55.7M 0.15%
189,312
+16,161
75
$52.7M 0.14%
354,008
+28,222
1 2
3
4 5