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
1351
$80K ﹤0.01%
411
+26
1352
$79K ﹤0.01%
3,146
-200
1353
$79K ﹤0.01%
+1,266
1354
$79K ﹤0.01%
971
+724
1355
$79K ﹤0.01%
488
+242
1356
$78K ﹤0.01%
3,951
-1,975
1357
$78K ﹤0.01%
978
-19
1358
$78K ﹤0.01%
1,366
1359
$78K ﹤0.01%
7,728
1360
$77K ﹤0.01%
2,706
1361
$77K ﹤0.01%
2,782
-370
1362
$77K ﹤0.01%
1,893
+82
1363
$77K ﹤0.01%
1,274
1364
$77K ﹤0.01%
2,100
+1,476
1365
$76K ﹤0.01%
1,471
1366
$76K ﹤0.01%
2,958
-331
1367
$76K ﹤0.01%
3,155
+2,662
1368
$76K ﹤0.01%
4,769
1369
$76K ﹤0.01%
694
+44
1370
$76K ﹤0.01%
2,060
+1,215
1371
$76K ﹤0.01%
4,935
1372
$75K ﹤0.01%
1,808
-629
1373
$75K ﹤0.01%
9,087
1374
$75K ﹤0.01%
1,513
-136
1375
$75K ﹤0.01%
2,102
53 54
55
56 57