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
1251
$107K ﹤0.01%
12,075
+400
1252
$107K ﹤0.01%
427
+100
1253
$107K ﹤0.01%
11,625
+673
1254
$106K ﹤0.01%
7,824
-11,004
1255
$106K ﹤0.01%
2,876
+313
1256
$105K ﹤0.01%
1,563
+6
1257
$105K ﹤0.01%
3,291
-975
1258
$105K ﹤0.01%
4,500
-3,222
1259
$105K ﹤0.01%
301
+68
1260
$104K ﹤0.01%
486
-140
1261
$103K ﹤0.01%
454
+151
1262
$103K ﹤0.01%
30,561
+21,681
1263
$102K ﹤0.01%
1,707
+116
1264
$102K ﹤0.01%
3,146
-179
1265
$100K ﹤0.01%
5,060
+456
1266
$100K ﹤0.01%
6,083
+309
1267
$100K ﹤0.01%
1,963
+681
1268
$100K ﹤0.01%
7,124
1269
$100K ﹤0.01%
56,342
+10,310
1270
$100K ﹤0.01%
2,566
+195
1271
$100K ﹤0.01%
2,077
-105
1272
$99K ﹤0.01%
1,867
-2,018
1273
$99K ﹤0.01%
3,171
+672
1274
$98K ﹤0.01%
501
-206
1275
$97K ﹤0.01%
1,693
+205
49 50
51
52 53