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
1201
$122K ﹤0.01%
1,055
+16
1202
$121K ﹤0.01%
12,972
+119
1203
$121K ﹤0.01%
19,353
+78
1204
$120K ﹤0.01%
53,151
+22,698
1205
$120K ﹤0.01%
33,522
-49,857
1206
$120K ﹤0.01%
10,212
+39
1207
$120K ﹤0.01%
3,523
+13
1208
$120K ﹤0.01%
5,577
+7
1209
$119K ﹤0.01%
2,613
+192
1210
$119K ﹤0.01%
3,080
+710
1211
$118K ﹤0.01%
1,049
+1,024
1212
$118K ﹤0.01%
7,967
+160
1213
$118K ﹤0.01%
405
-514
1214
$117K ﹤0.01%
40,325
1215
$117K ﹤0.01%
2,932
+67
1216
$117K ﹤0.01%
5,079
1217
$116K ﹤0.01%
9,528
-13,404
1218
$116K ﹤0.01%
+21,400
1219
$116K ﹤0.01%
3,637
+3,360
1220
$115K ﹤0.01%
4,211
+1,040
1221
$115K ﹤0.01%
4,200
1222
$114K ﹤0.01%
797
+73
1223
$114K ﹤0.01%
4,046
+1,822
1224
$113K ﹤0.01%
647
1225
$113K ﹤0.01%
697
+442
47 48
49
50 51