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
1076
$172K ﹤0.01%
12,387
1077
$171K ﹤0.01%
12,522
1078
$171K ﹤0.01%
500
-95
1079
$169K ﹤0.01%
4,398
-496
1080
$169K ﹤0.01%
9,275
-3,025
1081
$169K ﹤0.01%
+23,816
1082
$168K ﹤0.01%
9,523
-126
1083
$168K ﹤0.01%
1,613
+8
1084
$168K ﹤0.01%
2,006
-98
1085
$168K ﹤0.01%
3,394
-457
1086
$168K ﹤0.01%
6,427
-7,915
1087
$168K ﹤0.01%
8,553
-2,740
1088
$167K ﹤0.01%
2,141
-1,919
1089
$167K ﹤0.01%
7,441
+1,459
1090
$167K ﹤0.01%
1,647
+1,323
1091
$166K ﹤0.01%
7,471
+382
1092
$166K ﹤0.01%
42,423
-7,569
1093
$166K ﹤0.01%
15,054
-1,574
1094
$165K ﹤0.01%
5,691
1095
$164K ﹤0.01%
22,176
1096
$164K ﹤0.01%
3,355
+586
1097
$164K ﹤0.01%
14,242
+153
1098
$164K ﹤0.01%
6,085
-100
1099
$163K ﹤0.01%
6,176
+199
1100
$163K ﹤0.01%
1,569
+964
42 43
44
45 46