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
1026
$201K ﹤0.01%
5,644
+498
1027
$201K ﹤0.01%
3,876
1028
$200K ﹤0.01%
7,155
1029
$200K ﹤0.01%
+3,642
1030
$200K ﹤0.01%
11,146
+4,265
1031
$200K ﹤0.01%
5,111
-626
1032
$199K ﹤0.01%
18,525
+848
1033
$199K ﹤0.01%
5,105
1034
$198K ﹤0.01%
1,444
+111
1035
$198K ﹤0.01%
2,390
-121
1036
$197K ﹤0.01%
1,223
+540
1037
$196K ﹤0.01%
+2,578
1038
$195K ﹤0.01%
18,933
+2,368
1039
$193K ﹤0.01%
2,743
+481
1040
$193K ﹤0.01%
11,563
-536
1041
$193K ﹤0.01%
1,980
1042
$192K ﹤0.01%
15,804
-635
1043
$191K ﹤0.01%
24,079
+11,179
1044
$191K ﹤0.01%
5,443
-1,600
1045
$190K ﹤0.01%
3,735
+1,075
1046
$190K ﹤0.01%
2,706
+1,700
1047
$189K ﹤0.01%
2,949
+2,411
1048
$188K ﹤0.01%
3,701
-82
1049
$187K ﹤0.01%
7,769
1050
$187K ﹤0.01%
6,877
-1,296
40 41
42
43 44