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
1126
$150K ﹤0.01%
2,120
+163
1127
$150K ﹤0.01%
5,240
+14
1128
$149K ﹤0.01%
20,406
-2,150
1129
$149K ﹤0.01%
6,076
+1,175
1130
$149K ﹤0.01%
17,961
-3,863
1131
$149K ﹤0.01%
4,996
-742
1132
$148K ﹤0.01%
3,389
-42
1133
$146K ﹤0.01%
20,529
+366
1134
$146K ﹤0.01%
13,904
+13,881
1135
$145K ﹤0.01%
9,651
+1,854
1136
$145K ﹤0.01%
5,596
+3,342
1137
$143K ﹤0.01%
692
+17
1138
$143K ﹤0.01%
8,205
+1,575
1139
$143K ﹤0.01%
13,279
+403
1140
$143K ﹤0.01%
4,571
-589
1141
$143K ﹤0.01%
6,250
1142
$142K ﹤0.01%
2,239
-1,061
1143
$142K ﹤0.01%
8,505
+78
1144
$142K ﹤0.01%
1,403
+1,084
1145
$141K ﹤0.01%
4,194
+3,380
1146
$140K ﹤0.01%
33,308
1147
$140K ﹤0.01%
5,159
1148
$140K ﹤0.01%
10,861
+3,598
1149
$139K ﹤0.01%
15,901
+538
1150
$139K ﹤0.01%
1,812
+1,022
44 45
46
47 48