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
776
$449K ﹤0.01%
+13,462
777
$449K ﹤0.01%
35,888
+20,047
778
$447K ﹤0.01%
8,676
+3,336
779
$446K ﹤0.01%
16,448
+2,530
780
$445K ﹤0.01%
12,514
+1,466
781
$444K ﹤0.01%
+21,846
782
$444K ﹤0.01%
8,401
-1,116
783
$442K ﹤0.01%
16,144
+5,347
784
$439K ﹤0.01%
3,969
+18
785
$437K ﹤0.01%
20,481
+2,927
786
$437K ﹤0.01%
24,074
+1,885
787
$432K ﹤0.01%
3,271
-401
788
$427K ﹤0.01%
12,440
+578
789
$425K ﹤0.01%
31,131
-439
790
$424K ﹤0.01%
3,789
-1,015
791
$424K ﹤0.01%
70,624
-731
792
$424K ﹤0.01%
27,919
-18,034
793
$423K ﹤0.01%
4,334
+207
794
$421K ﹤0.01%
8,763
+509
795
$420K ﹤0.01%
26,859
-69,434
796
$420K ﹤0.01%
8,590
+948
797
$418K ﹤0.01%
12,229
+59
798
$417K ﹤0.01%
9,969
+8,885
799
$417K ﹤0.01%
7,334
+1,250
800
$417K ﹤0.01%
15,910
+1,340
30 31
32
33 34