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
926
$277K ﹤0.01%
8,102
-7,820
927
$276K ﹤0.01%
3,136
+2,473
928
$274K ﹤0.01%
19,856
+6,581
929
$274K ﹤0.01%
18,834
+1,122
930
$272K ﹤0.01%
7,426
+1,771
931
$272K ﹤0.01%
1,877
-981
932
$272K ﹤0.01%
6,844
-1,453
933
$269K ﹤0.01%
23,762
+18,286
934
$269K ﹤0.01%
6,364
935
$268K ﹤0.01%
28,307
-997
936
$268K ﹤0.01%
6,495
+1,580
937
$265K ﹤0.01%
2,662
-49
938
$265K ﹤0.01%
3,462
+68
939
$264K ﹤0.01%
3,339
+236
940
$261K ﹤0.01%
2,878
+208
941
$260K ﹤0.01%
2,576
+538
942
$260K ﹤0.01%
22,535
+1,784
943
$259K ﹤0.01%
5,024
-1,387
944
$257K ﹤0.01%
5,859
-192
945
$257K ﹤0.01%
10,367
+6,500
946
$257K ﹤0.01%
5,883
-205
947
$256K ﹤0.01%
4,869
+659
948
$256K ﹤0.01%
12,130
+440
949
$255K ﹤0.01%
2,969
-1,304
950
$254K ﹤0.01%
25,312
+3,002
36 37
38
39 40