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
976
$234K ﹤0.01%
8,479
-217
977
$233K ﹤0.01%
4,187
+2,570
978
$232K ﹤0.01%
1,216
+79
979
$231K ﹤0.01%
16,728
+536
980
$231K ﹤0.01%
5,846
-8,558
981
$230K ﹤0.01%
8,934
+1,047
982
$229K ﹤0.01%
685
+42
983
$229K ﹤0.01%
21,416
+8,139
984
$228K ﹤0.01%
29,143
-531
985
$228K ﹤0.01%
5,913
+617
986
$228K ﹤0.01%
1,016
-784
987
$228K ﹤0.01%
10,269
-4,845
988
$227K ﹤0.01%
22,520
+672
989
$226K ﹤0.01%
8,128
990
$224K ﹤0.01%
3,004
+1,068
991
$224K ﹤0.01%
1,785
+66
992
$223K ﹤0.01%
2,425
+110
993
$223K ﹤0.01%
1,000
994
$221K ﹤0.01%
2,743
-87
995
$221K ﹤0.01%
39,276
+4,464
996
$219K ﹤0.01%
5,863
997
$219K ﹤0.01%
7,122
+3,959
998
$219K ﹤0.01%
4,220
+200
999
$218K ﹤0.01%
2,838
-1,377
1000
$217K ﹤0.01%
2,823
-337
38 39
40
41 42