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
801
$416K ﹤0.01%
4,871
+513
802
$414K ﹤0.01%
914
803
$412K ﹤0.01%
5,619
+140
804
$412K ﹤0.01%
3,597
+218
805
$411K ﹤0.01%
1,291
+504
806
$409K ﹤0.01%
14,190
-1,500
807
$407K ﹤0.01%
18,860
+8,034
808
$406K ﹤0.01%
8,779
-126
809
$404K ﹤0.01%
8,083
+2,406
810
$404K ﹤0.01%
14,145
-990
811
$402K ﹤0.01%
1,127
-153
812
$402K ﹤0.01%
37,221
+24,166
813
$402K ﹤0.01%
4,600
-1,913
814
$400K ﹤0.01%
4,033
+1,046
815
$397K ﹤0.01%
1,167
-1,087
816
$395K ﹤0.01%
6,514
-91
817
$393K ﹤0.01%
15,179
+1,312
818
$392K ﹤0.01%
3,713
-1,542
819
$391K ﹤0.01%
5,139
+2,331
820
$391K ﹤0.01%
4,036
+288
821
$389K ﹤0.01%
42,433
+5,542
822
$389K ﹤0.01%
14,980
-735
823
$388K ﹤0.01%
2,721
-3,348
824
$388K ﹤0.01%
18,208
+3,445
825
$387K ﹤0.01%
4,629
+4,110
31 32
33
34 35