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
1426
$63K ﹤0.01%
1,361
-1,025
1427
$63K ﹤0.01%
7,966
+952
1428
$63K ﹤0.01%
1,251
+873
1429
$63K ﹤0.01%
1,770
+20
1430
$63K ﹤0.01%
1,908
-605
1431
$62K ﹤0.01%
1,737
+1,044
1432
$62K ﹤0.01%
3,141
-2,505
1433
$62K ﹤0.01%
3,161
+458
1434
$62K ﹤0.01%
3,100
-166
1435
$61K ﹤0.01%
+1,492
1436
$61K ﹤0.01%
12,480
-2,457
1437
$61K ﹤0.01%
+4,050
1438
$61K ﹤0.01%
2,354
+72
1439
$61K ﹤0.01%
802
1440
$60K ﹤0.01%
1,004
+215
1441
$60K ﹤0.01%
4,265
+3
1442
$60K ﹤0.01%
2,191
+731
1443
$60K ﹤0.01%
2,221
+401
1444
$59K ﹤0.01%
+1,524
1445
$59K ﹤0.01%
1,231
+225
1446
$59K ﹤0.01%
2,690
1447
$58K ﹤0.01%
1,172
+287
1448
$58K ﹤0.01%
644
+514
1449
$58K ﹤0.01%
1,553
1450
$58K ﹤0.01%
1,450