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
1451
$58K ﹤0.01%
1,324
+446
1452
$57K ﹤0.01%
720
1453
$57K ﹤0.01%
1,235
-140
1454
$57K ﹤0.01%
+525
1455
$57K ﹤0.01%
1,330
-471
1456
$57K ﹤0.01%
2,040
1457
$57K ﹤0.01%
8,320
1458
$57K ﹤0.01%
1,463
+102
1459
$56K ﹤0.01%
748
-324
1460
$56K ﹤0.01%
1,536
+18
1461
$56K ﹤0.01%
1,015
-385
1462
$56K ﹤0.01%
7,563
+3,007
1463
$56K ﹤0.01%
21
1464
$55K ﹤0.01%
451
-485
1465
$55K ﹤0.01%
14,188
-9,466
1466
$55K ﹤0.01%
1,071
-342
1467
$55K ﹤0.01%
299
+109
1468
$55K ﹤0.01%
2,749
1469
$55K ﹤0.01%
1,796
-81
1470
$54K ﹤0.01%
+723
1471
$54K ﹤0.01%
1,171
-206
1472
$54K ﹤0.01%
+3,958
1473
$54K ﹤0.01%
+961
1474
$54K ﹤0.01%
+2,483
1475
$54K ﹤0.01%
1,583
-17
57 58
59
60 61