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
751
$502K ﹤0.01%
3,184
-60
752
$500K ﹤0.01%
18,434
+5,829
753
$498K ﹤0.01%
10,304
-9,083
754
$498K ﹤0.01%
33,879
-1,014
755
$496K ﹤0.01%
16,144
+1,281
756
$496K ﹤0.01%
18,261
-1,736
757
$492K ﹤0.01%
5,028
-80
758
$485K ﹤0.01%
2,014
-849
759
$483K ﹤0.01%
10,874
+2,182
760
$482K ﹤0.01%
5,068
-7
761
$480K ﹤0.01%
45,687
-9,758
762
$479K ﹤0.01%
3,844
+556
763
$476K ﹤0.01%
64,732
+2,785
764
$474K ﹤0.01%
7,773
+2,213
765
$473K ﹤0.01%
32,970
-614
766
$469K ﹤0.01%
3,542
+122
767
$468K ﹤0.01%
38,872
-5,182
768
$464K ﹤0.01%
43,156
+5,128
769
$464K ﹤0.01%
18,038
-23,670
770
$463K ﹤0.01%
31,534
-10,748
771
$460K ﹤0.01%
19,535
772
$458K ﹤0.01%
2,536
+289
773
$454K ﹤0.01%
2,122
-50
774
$453K ﹤0.01%
10,000
775
$450K ﹤0.01%
22,749
-5,945
29 30
31
32 33