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
901
$300K ﹤0.01%
4,104
-316
902
$300K ﹤0.01%
12,371
+1,129
903
$300K ﹤0.01%
4,922
-140
904
$299K ﹤0.01%
+5,932
905
$299K ﹤0.01%
4,684
-388
906
$297K ﹤0.01%
5,382
+907
907
$296K ﹤0.01%
2,663
-64
908
$296K ﹤0.01%
20,092
+982
909
$295K ﹤0.01%
8,389
+5,502
910
$293K ﹤0.01%
7,784
+1,936
911
$293K ﹤0.01%
6,039
+135
912
$290K ﹤0.01%
2,282
-20
913
$288K ﹤0.01%
6,441
+3,326
914
$288K ﹤0.01%
5,927
-22
915
$286K ﹤0.01%
2,234
+85
916
$285K ﹤0.01%
10,524
-72
917
$284K ﹤0.01%
50,450
+2,660
918
$283K ﹤0.01%
7,366
+187
919
$282K ﹤0.01%
+1,025
920
$281K ﹤0.01%
857
-256
921
$281K ﹤0.01%
27,791
922
$281K ﹤0.01%
11,636
+5,230
923
$281K ﹤0.01%
1,633
+30
924
$280K ﹤0.01%
1,831
-417
925
$278K ﹤0.01%
9,677
-1,164
35 36
37
38 39