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
101
$34.7M 0.09%
97,614
-13,411
102
$34.6M 0.09%
458,736
-15,717
103
$34.4M 0.09%
210,530
+54,665
104
$33.2M 0.09%
221,787
+883
105
$32.6M 0.09%
483,732
-54,394
106
$32.5M 0.09%
259,264
+5,895
107
$31.3M 0.08%
158,848
-416
108
$31.2M 0.08%
255,727
-36,328
109
$30.5M 0.08%
1,338,800
+82,705
110
$30.1M 0.08%
650,017
+10,656
111
$29.6M 0.08%
634,674
+69,138
112
$29.4M 0.08%
133,778
-4,509
113
$29.3M 0.08%
153,658
+7,656
114
$28.7M 0.08%
812,696
+562,835
115
$28.4M 0.08%
172,278
-1,230
116
$28.2M 0.08%
73,605
+544
117
$27.6M 0.07%
362,800
+14,944
118
$26.8M 0.07%
364,080
+24,700
119
$26.4M 0.07%
338,420
-34,740
120
$26.3M 0.07%
365,882
+8,080
121
$25.5M 0.07%
578,436
+3,824
122
$25.3M 0.07%
367,070
+54,193
123
$25.2M 0.07%
313,253
+29,311
124
$24.8M 0.07%
420,256
+21,333
125
$24.6M 0.07%
286,226
-1,193
3 4
5
6 7