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
1376
$75K ﹤0.01%
1,188
-969
1377
$75K ﹤0.01%
1,498
-328
1378
$74K ﹤0.01%
2,374
+763
1379
$74K ﹤0.01%
2,549
-16,245
1380
$74K ﹤0.01%
2,260
-7
1381
$74K ﹤0.01%
2,264
+144
1382
$74K ﹤0.01%
4,715
-415
1383
$74K ﹤0.01%
627
-936
1384
$73K ﹤0.01%
2,023
-344
1385
$73K ﹤0.01%
1,618
-580
1386
$73K ﹤0.01%
1,217
+1,032
1387
$73K ﹤0.01%
1,764
+11
1388
$72K ﹤0.01%
1,225
+592
1389
$72K ﹤0.01%
3,049
+1,173
1390
$72K ﹤0.01%
1,042
1391
$72K ﹤0.01%
2,038
+29
1392
$72K ﹤0.01%
6,449
-695
1393
$72K ﹤0.01%
2,913
-242
1394
$71K ﹤0.01%
3,235
+247
1395
$71K ﹤0.01%
6,713
1396
$70K ﹤0.01%
6,593
1397
$70K ﹤0.01%
1,185
+1,094
1398
$70K ﹤0.01%
3,885
-2,943
1399
$70K ﹤0.01%
2,748
+505
1400
$70K ﹤0.01%
1,205
-1,118
54 55
56
57 58