Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$751M
2 +$723M
3 +$494M
4
IAU icon
iShares Gold Trust
IAU
+$384M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1 +$554M
2 +$127M
3 +$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.4M
5
AAPL icon
Apple
AAPL
+$16.9M

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
1176
$131K ﹤0.01%
10,509
-678
1177
$131K ﹤0.01%
639
-58
1178
$130K ﹤0.01%
3,141
+798
1179
$130K ﹤0.01%
1,722
-58
1180
$129K ﹤0.01%
20,930
+3,699
1181
$128K ﹤0.01%
+2,318
1182
$128K ﹤0.01%
5,120
+484
1183
$128K ﹤0.01%
12,377
-558
1184
$127K ﹤0.01%
864
+32
1185
$126K ﹤0.01%
9,046
-172
1186
$126K ﹤0.01%
13,266
1187
$125K ﹤0.01%
1,488
+216
1188
$125K ﹤0.01%
1,996
+13
1189
$125K ﹤0.01%
3,713
-492
1190
$124K ﹤0.01%
5,700
+235
1191
$124K ﹤0.01%
30,969
+4,063
1192
$123K ﹤0.01%
4,103
+783
1193
$123K ﹤0.01%
5,220
-4,585
1194
$123K ﹤0.01%
7,522
-183
1195
$123K ﹤0.01%
1,676
+591
1196
$123K ﹤0.01%
1,937
+421
1197
$122K ﹤0.01%
1,975
+249
1198
$122K ﹤0.01%
2,299
-905
1199
$122K ﹤0.01%
4,527
+900
1200
$122K ﹤0.01%
2,615
+2,425