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
1426
$63K ﹤0.01%
1,361
-1,025
1427
$63K ﹤0.01%
7,966
+952
1428
$63K ﹤0.01%
417
+291
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
56 57
58
59 60