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
1001
$217K ﹤0.01%
4,501
1002
$217K ﹤0.01%
4,961
+108
1003
$214K ﹤0.01%
+33,364
1004
$213K ﹤0.01%
2,406
+732
1005
$213K ﹤0.01%
5,166
+3,711
1006
$213K ﹤0.01%
3,324
-950
1007
$212K ﹤0.01%
2,520
+222
1008
$212K ﹤0.01%
9,960
+9,705
1009
$211K ﹤0.01%
13,210
+3,695
1010
$209K ﹤0.01%
2,460
+770
1011
$209K ﹤0.01%
8,607
-99
1012
$209K ﹤0.01%
16,200
+1,902
1013
$208K ﹤0.01%
7,928
+5,356
1014
$208K ﹤0.01%
9,693
-562
1015
$208K ﹤0.01%
5,201
+1,519
1016
$208K ﹤0.01%
5,156
+428
1017
$206K ﹤0.01%
3,154
-64
1018
$206K ﹤0.01%
4,500
1019
$206K ﹤0.01%
6,997
+59
1020
$205K ﹤0.01%
5,170
-2,959
1021
$205K ﹤0.01%
18,517
+134
1022
$204K ﹤0.01%
8,321
1023
$204K ﹤0.01%
3,430
-529
1024
$203K ﹤0.01%
5,500
1025
$202K ﹤0.01%
1,330
-125
39 40
41
42 43