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
951
$254K ﹤0.01%
10,835
+5,025
952
$254K ﹤0.01%
2,020
+106
953
$254K ﹤0.01%
32,060
+30,572
954
$251K ﹤0.01%
5,593
-239
955
$250K ﹤0.01%
3,349
-1,063
956
$250K ﹤0.01%
4,719
-383
957
$249K ﹤0.01%
4,619
-1,952
958
$247K ﹤0.01%
11,646
-270
959
$246K ﹤0.01%
2,014
+14
960
$245K ﹤0.01%
3,462
+3,262
961
$243K ﹤0.01%
27,624
+4,407
962
$243K ﹤0.01%
20,169
+3,475
963
$242K ﹤0.01%
20,258
+1,045
964
$242K ﹤0.01%
4,911
+3,681
965
$240K ﹤0.01%
21,878
+18,631
966
$240K ﹤0.01%
2,241
-1,046
967
$239K ﹤0.01%
5,086
968
$239K ﹤0.01%
5,890
+1,598
969
$239K ﹤0.01%
3,329
-203
970
$237K ﹤0.01%
3,973
-571
971
$236K ﹤0.01%
2,493
+1,020
972
$235K ﹤0.01%
6,369
-2,612
973
$234K ﹤0.01%
19,803
+7,399
974
$234K ﹤0.01%
3,264
+605
975
$234K ﹤0.01%
16,857
-942
37 38
39
40 41