Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$751M
2
+$723M
3
+$494M
4
IAU icon
iShares Gold Trust
IAU
+$384M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1
+$554M
2
+$127M
3
+$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.4M
5
AAPL icon
Apple
AAPL
+$16.9M

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
1326
$85K ﹤0.01%
1,861
+1,211
1327
$84K ﹤0.01%
3,928
+3,848
1328
$84K ﹤0.01%
2,813
-357
1329
$84K ﹤0.01%
3,885
-223
1330
$84K ﹤0.01%
781
+112
1331
$84K ﹤0.01%
2,864
1332
$84K ﹤0.01%
9,799
+269
1333
$83K ﹤0.01%
1,136
1334
$83K ﹤0.01%
56
1335
$83K ﹤0.01%
1,925
+1,225
1336
$83K ﹤0.01%
2,468
-90
1337
$83K ﹤0.01%
1,458
-20
1338
$82K ﹤0.01%
3,961
-618
1339
$82K ﹤0.01%
1,860
+300
1340
$82K ﹤0.01%
1,995
+22
1341
$82K ﹤0.01%
3,359
1342
$81K ﹤0.01%
2,004
-100
1343
$81K ﹤0.01%
662
+365
1344
$81K ﹤0.01%
1,224
-218
1345
$80K ﹤0.01%
7,961
-619
1346
$80K ﹤0.01%
4,389
-140
1347
$80K ﹤0.01%
717
1348
$80K ﹤0.01%
3,519
1349
$80K ﹤0.01%
1,033
1350
$80K ﹤0.01%
969
+46
52 53
54
55 56