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
1401
$70K ﹤0.01%
1,996
+1,742
1402
$70K ﹤0.01%
4,896
+1,958
1403
$69K ﹤0.01%
2,081
1404
$69K ﹤0.01%
3,124
-310
1405
$69K ﹤0.01%
+758
1406
$68K ﹤0.01%
+1,724
1407
$68K ﹤0.01%
622
+9
1408
$68K ﹤0.01%
11,896
-200
1409
$68K ﹤0.01%
1,862
+4
1410
$68K ﹤0.01%
2,197
+226
1411
$68K ﹤0.01%
1,551
-38
1412
$67K ﹤0.01%
474
-6
1413
$67K ﹤0.01%
+2,000
1414
$67K ﹤0.01%
1,712
+456
1415
$67K ﹤0.01%
2,570
1416
$67K ﹤0.01%
5,189
+2,791
1417
$67K ﹤0.01%
3,888
-6,083
1418
$67K ﹤0.01%
7,009
+208
1419
$67K ﹤0.01%
1,193
1420
$66K ﹤0.01%
1,695
+20
1421
$64K ﹤0.01%
1,182
+9
1422
$64K ﹤0.01%
1,148
1423
$64K ﹤0.01%
1,194
+215
1424
$64K ﹤0.01%
5,132
-12,021
1425
$63K ﹤0.01%
7,470
-1,520
55 56
57
58 59