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
1301
$92K ﹤0.01%
2,525
+199
1302
$92K ﹤0.01%
2,279
+398
1303
$92K ﹤0.01%
1,191
+210
1304
$91K ﹤0.01%
1,541
+19
1305
$91K ﹤0.01%
784
+166
1306
$91K ﹤0.01%
3,200
1307
$91K ﹤0.01%
588
-231
1308
$91K ﹤0.01%
11,418
+446
1309
$91K ﹤0.01%
4,612
1310
$90K ﹤0.01%
4,323
-71
1311
$90K ﹤0.01%
33,500
+18,436
1312
$90K ﹤0.01%
1,933
+56
1313
$90K ﹤0.01%
1,550
-1,851
1314
$90K ﹤0.01%
9,133
-429
1315
$90K ﹤0.01%
+5,168
1316
$89K ﹤0.01%
4,898
+118
1317
$89K ﹤0.01%
1,606
1318
$89K ﹤0.01%
8,956
-98,836
1319
$89K ﹤0.01%
635
1320
$88K ﹤0.01%
1,115
-2,249
1321
$88K ﹤0.01%
6,035
+2,710
1322
$88K ﹤0.01%
720
1323
$87K ﹤0.01%
9,800
1324
$87K ﹤0.01%
4,138
+1,160
1325
$86K ﹤0.01%
4,576
-1,907
51 52
53
54 55