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
1101
$162K ﹤0.01%
32,431
+2,075
1102
$162K ﹤0.01%
1,553
+308
1103
$162K ﹤0.01%
1,366
1104
$161K ﹤0.01%
4,439
+418
1105
$159K ﹤0.01%
13,576
-802
1106
$159K ﹤0.01%
1,836
+1,669
1107
$159K ﹤0.01%
2,634
-137
1108
$159K ﹤0.01%
9,350
-270
1109
$159K ﹤0.01%
7,291
-361
1110
$158K ﹤0.01%
832
1111
$158K ﹤0.01%
11,706
+4,375
1112
$157K ﹤0.01%
+3,079
1113
$156K ﹤0.01%
4,180
+1,673
1114
$155K ﹤0.01%
4,060
-84
1115
$155K ﹤0.01%
4,069
+509
1116
$154K ﹤0.01%
470
+74
1117
$154K ﹤0.01%
5,700
+12
1118
$154K ﹤0.01%
14,365
+4,321
1119
$154K ﹤0.01%
3,450
1120
$153K ﹤0.01%
5,277
+13
1121
$153K ﹤0.01%
2,951
+405
1122
$153K ﹤0.01%
+10,900
1123
$152K ﹤0.01%
3,029
+929
1124
$152K ﹤0.01%
+3,162
1125
$151K ﹤0.01%
7,163
+5,697
43 44
45
46 47