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
1276
$97K ﹤0.01%
8,160
+5,005
1277
$97K ﹤0.01%
7,073
+976
1278
$97K ﹤0.01%
2,260
1279
$97K ﹤0.01%
4,509
+4
1280
$96K ﹤0.01%
3,578
+1,481
1281
$96K ﹤0.01%
8,340
-1,000
1282
$96K ﹤0.01%
2,357
-99
1283
$96K ﹤0.01%
11,373
+8,617
1284
$95K ﹤0.01%
2,175
+230
1285
$95K ﹤0.01%
7,793
-1,232
1286
$95K ﹤0.01%
3,511
+173
1287
$95K ﹤0.01%
7,463
+6,000
1288
$95K ﹤0.01%
1,763
+105
1289
$95K ﹤0.01%
1,213
+144
1290
$94K ﹤0.01%
2,646
+530
1291
$94K ﹤0.01%
23,853
+300
1292
$94K ﹤0.01%
891
+79
1293
$93K ﹤0.01%
7,425
+1,419
1294
$93K ﹤0.01%
3,512
+2,307
1295
$93K ﹤0.01%
1,799
+1,730
1296
$93K ﹤0.01%
10,835
+8
1297
$93K ﹤0.01%
1,000
-150
1298
$93K ﹤0.01%
6,273
+3,737
1299
$92K ﹤0.01%
8,489
+1,019
1300
$92K ﹤0.01%
8,073
-4,251
50 51
52
53 54