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
1051
$187K ﹤0.01%
2,672
+71
1052
$186K ﹤0.01%
3,093
+52
1053
$186K ﹤0.01%
6,944
+337
1054
$185K ﹤0.01%
6,254
+3,554
1055
$183K ﹤0.01%
6,816
+17
1056
$183K ﹤0.01%
2,384
+30
1057
$183K ﹤0.01%
5,293
+274
1058
$180K ﹤0.01%
7,092
+613
1059
$180K ﹤0.01%
6,986
-1,185
1060
$180K ﹤0.01%
3,934
+389
1061
$179K ﹤0.01%
18,034
-31,818
1062
$179K ﹤0.01%
6,607
+16
1063
$179K ﹤0.01%
10,492
+168
1064
$179K ﹤0.01%
3,538
-24
1065
$177K ﹤0.01%
968
+609
1066
$175K ﹤0.01%
7,151
-2,063
1067
$175K ﹤0.01%
3,251
-1,325
1068
$174K ﹤0.01%
4,425
+126
1069
$174K ﹤0.01%
42,583
+217
1070
$173K ﹤0.01%
2,102
1071
$173K ﹤0.01%
4,577
-620
1072
$173K ﹤0.01%
4,112
-87
1073
$172K ﹤0.01%
+4,187
1074
$172K ﹤0.01%
2,795
+74
1075
$172K ﹤0.01%
930
+14
41 42
43
44 45