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
76
$50.6M 0.14%
881,528
+11,139
77
$50.1M 0.13%
493,752
+28,783
78
$49.9M 0.13%
3,690,800
-11,360
79
$49.1M 0.13%
195,421
-2,279
80
$48M 0.13%
588,705
-158,639
81
$47.6M 0.13%
863,459
-29,576
82
$46.8M 0.13%
781,915
+22,640
83
$46.7M 0.13%
781,548
-111,860
84
$46.4M 0.12%
148,799
+1,724
85
$45.8M 0.12%
1,217,944
-130,923
86
$45.2M 0.12%
1,135,424
+180,558
87
$43.2M 0.12%
396,790
-2,817
88
$43.1M 0.12%
239,329
-3,886
89
$42M 0.11%
134,767
+10,288
90
$41.5M 0.11%
84,722
+4,017
91
$40.5M 0.11%
292,546
-31,436
92
$39.3M 0.11%
115,850
+4,182
93
$38.9M 0.1%
744,706
+378,435
94
$38.8M 0.1%
263,109
+21,941
95
$38.7M 0.1%
488,596
+22,173
96
$37.9M 0.1%
305,600
+320
97
$37.6M 0.1%
334,445
+6,012
98
$36.2M 0.1%
452,283
+7,952
99
$36M 0.1%
278,970
-125,514
100
$34.8M 0.09%
78,929
+1,316
2 3
4
5 6