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
126
$24.4M 0.07%
455,671
-29,825
127
$23.9M 0.06%
401,227
+34,823
128
$23.8M 0.06%
627,780
-26,550
129
$23.2M 0.06%
262,942
+17,200
130
$22.8M 0.06%
159,812
+8,834
131
$22.8M 0.06%
139,443
+14,253
132
$22.7M 0.06%
683,420
-1,740
133
$22.3M 0.06%
268,863
+144,625
134
$21.7M 0.06%
623,549
+92,768
135
$21.7M 0.06%
229,127
+3,117
136
$21.1M 0.06%
767,354
+67,985
137
$20.8M 0.06%
865,098
-9,110
138
$20.8M 0.06%
96,687
+2,947
139
$20.5M 0.06%
36,432
+734
140
$20.2M 0.05%
1,185,416
-24,788
141
$20M 0.05%
154,115
+18,480
142
$19.9M 0.05%
147,900
+22,610
143
$19.6M 0.05%
88,648
-2,251
144
$19.6M 0.05%
329,768
-13,506
145
$19.3M 0.05%
310,210
+6,085
146
$18.9M 0.05%
1,022,925
+115,377
147
$18.6M 0.05%
82,394
-2,617
148
$18.5M 0.05%
184,278
-2,484
149
$18.3M 0.05%
182,834
-4,643
150
$17.9M 0.05%
354,925
-75,067
4 5
6
7 8