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
1226
$113K ﹤0.01%
23,887
+4,329
1227
$113K ﹤0.01%
1,195
+12
1228
$113K ﹤0.01%
4,215
+1,888
1229
$113K ﹤0.01%
4,188
+1,878
1230
$113K ﹤0.01%
9,470
1231
$113K ﹤0.01%
7,553
+5,671
1232
$112K ﹤0.01%
1,529
+131
1233
$112K ﹤0.01%
2,298
-719
1234
$111K ﹤0.01%
4,000
1235
$111K ﹤0.01%
3,724
-78
1236
$111K ﹤0.01%
1,751
1237
$111K ﹤0.01%
18,190
+2
1238
$111K ﹤0.01%
1,800
1239
$111K ﹤0.01%
4,721
1240
$110K ﹤0.01%
1,960
-859
1241
$110K ﹤0.01%
2,061
+61
1242
$109K ﹤0.01%
684
-14
1243
$109K ﹤0.01%
2,310
+43
1244
$108K ﹤0.01%
1,359
+650
1245
$108K ﹤0.01%
4,337
+1,118
1246
$108K ﹤0.01%
+4,964
1247
$108K ﹤0.01%
3,370
+425
1248
$108K ﹤0.01%
8,401
+1,732
1249
$108K ﹤0.01%
775
-83
1250
$107K ﹤0.01%
2,965
-175
48 49
50
51 52