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
1151
$139K ﹤0.01%
4,644
1152
$138K ﹤0.01%
3,610
-88
1153
$138K ﹤0.01%
31,325
+12,881
1154
$138K ﹤0.01%
3,830
+611
1155
$138K ﹤0.01%
11,496
-2,097
1156
$138K ﹤0.01%
+8,681
1157
$138K ﹤0.01%
982
-2,564
1158
$138K ﹤0.01%
9,434
-937
1159
$137K ﹤0.01%
12,123
-1,293
1160
$136K ﹤0.01%
5,928
1161
$136K ﹤0.01%
4,187
+3,839
1162
$135K ﹤0.01%
3,475
+33
1163
$134K ﹤0.01%
490
+51
1164
$134K ﹤0.01%
4,059
+1,124
1165
$133K ﹤0.01%
868
+171
1166
$133K ﹤0.01%
1,114
-163
1167
$133K ﹤0.01%
2,667
+99
1168
$133K ﹤0.01%
3,886
1169
$133K ﹤0.01%
1,767
+253
1170
$133K ﹤0.01%
4,445
+445
1171
$132K ﹤0.01%
1,330
+25
1172
$132K ﹤0.01%
3,185
-1,480
1173
$131K ﹤0.01%
10,509
-678
1174
$131K ﹤0.01%
8,398
+133
1175
$131K ﹤0.01%
833
+26
45 46
47
48 49