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
726
$560K ﹤0.01%
41,210
727
$560K ﹤0.01%
50,394
+24,296
728
$558K ﹤0.01%
4,636
+844
729
$557K ﹤0.01%
64,154
730
$557K ﹤0.01%
17,030
+45
731
$556K ﹤0.01%
26,367
+1,238
732
$555K ﹤0.01%
12,639
+2,661
733
$554K ﹤0.01%
11,614
734
$553K ﹤0.01%
22,004
+20,004
735
$551K ﹤0.01%
17,857
+5,115
736
$550K ﹤0.01%
22,885
+4,456
737
$547K ﹤0.01%
47,046
+34,186
738
$543K ﹤0.01%
5,398
-469
739
$542K ﹤0.01%
4,205
+1,196
740
$533K ﹤0.01%
8,076
-1,306
741
$525K ﹤0.01%
15,563
742
$524K ﹤0.01%
55,780
+7,429
743
$523K ﹤0.01%
4,886
+1,023
744
$522K ﹤0.01%
33,358
+13,620
745
$513K ﹤0.01%
18,095
-1,380
746
$510K ﹤0.01%
5,610
+580
747
$510K ﹤0.01%
27,497
+1,206
748
$509K ﹤0.01%
10,338
-1,063
749
$504K ﹤0.01%
16,483
-1,774
750
$503K ﹤0.01%
34,370
+9,661
28 29
30
31 32