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
851
$351K ﹤0.01%
7,944
852
$350K ﹤0.01%
18,229
+12,884
853
$348K ﹤0.01%
3,240
-912
854
$348K ﹤0.01%
6,948
+1,120
855
$347K ﹤0.01%
28,388
+1,336
856
$346K ﹤0.01%
1,485
+321
857
$345K ﹤0.01%
4,140
+1,076
858
$343K ﹤0.01%
10,391
-3,436
859
$342K ﹤0.01%
30,545
-715
860
$341K ﹤0.01%
+17,440
861
$337K ﹤0.01%
3,509
+1,813
862
$336K ﹤0.01%
12,522
+657
863
$336K ﹤0.01%
11,495
-18,486
864
$334K ﹤0.01%
30,052
+3,518
865
$332K ﹤0.01%
3,875
+93
866
$330K ﹤0.01%
36,576
-19,531
867
$329K ﹤0.01%
16,979
-623
868
$329K ﹤0.01%
2,232
-246
869
$327K ﹤0.01%
1,854
+38
870
$327K ﹤0.01%
26,731
-472
871
$327K ﹤0.01%
688
-129
872
$327K ﹤0.01%
10,636
+3,048
873
$324K ﹤0.01%
4,605
+2,457
874
$322K ﹤0.01%
32,147
-635
875
$321K ﹤0.01%
5,264
33 34
35
36 37