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
826
$387K ﹤0.01%
13,975
+408
827
$387K ﹤0.01%
15,769
-927
828
$387K ﹤0.01%
3,298
+283
829
$384K ﹤0.01%
4,623
+374
830
$384K ﹤0.01%
+24,816
831
$384K ﹤0.01%
3,465
832
$379K ﹤0.01%
7,415
+207
833
$378K ﹤0.01%
4,048
-544
834
$377K ﹤0.01%
12,509
-176
835
$377K ﹤0.01%
+7,314
836
$377K ﹤0.01%
1,598
+311
837
$377K ﹤0.01%
3,690
+200
838
$377K ﹤0.01%
5,874
-1,405
839
$377K ﹤0.01%
11,729
-1,341
840
$375K ﹤0.01%
28,124
+2,633
841
$374K ﹤0.01%
10,332
+682
842
$373K ﹤0.01%
1,584
-553
843
$370K ﹤0.01%
5,574
+961
844
$366K ﹤0.01%
2,623
+2,490
845
$361K ﹤0.01%
2,235
-21
846
$360K ﹤0.01%
170,587
+36,534
847
$359K ﹤0.01%
3,249
+1,094
848
$358K ﹤0.01%
12,267
+1,074
849
$357K ﹤0.01%
8,821
+2,494
850
$355K ﹤0.01%
7,069
-5,880
32 33
34
35 36