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
876
$319K ﹤0.01%
+23,923
877
$317K ﹤0.01%
3,311
+2,051
878
$317K ﹤0.01%
4,276
-260
879
$317K ﹤0.01%
4,685
+256
880
$317K ﹤0.01%
14,934
881
$315K ﹤0.01%
5,002
-10,157
882
$314K ﹤0.01%
6,834
+3,772
883
$313K ﹤0.01%
10,124
+838
884
$313K ﹤0.01%
3,314
+334
885
$313K ﹤0.01%
4,908
+1,386
886
$312K ﹤0.01%
6,619
-1,175
887
$312K ﹤0.01%
5,083
+4,746
888
$311K ﹤0.01%
3,331
-4,053
889
$311K ﹤0.01%
4,808
+1,172
890
$311K ﹤0.01%
3,797
+89
891
$310K ﹤0.01%
8,936
+364
892
$309K ﹤0.01%
3,005
+1,221
893
$305K ﹤0.01%
1,839
+219
894
$304K ﹤0.01%
15,504
-37
895
$303K ﹤0.01%
10,777
+8,219
896
$303K ﹤0.01%
68,160
+22,721
897
$302K ﹤0.01%
5,665
+214
898
$302K ﹤0.01%
4,046
899
$300K ﹤0.01%
3,295
-107
900
$300K ﹤0.01%
14,310
+6,578
34 35
36
37 38