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
1476
$54K ﹤0.01%
+1,000
1477
$54K ﹤0.01%
3,847
+873
1478
$54K ﹤0.01%
3,904
1479
$54K ﹤0.01%
+2,653
1480
$54K ﹤0.01%
1,155
1481
$54K ﹤0.01%
3,210
+341
1482
$54K ﹤0.01%
2,739
-22
1483
$53K ﹤0.01%
1,406
+25
1484
$52K ﹤0.01%
626
+355
1485
$52K ﹤0.01%
3,857
-232
1486
$52K ﹤0.01%
3,951
-736
1487
$52K ﹤0.01%
10,964
+1,545
1488
$52K ﹤0.01%
443
+437
1489
$52K ﹤0.01%
3,516
-17
1490
$52K ﹤0.01%
1,482
1491
$52K ﹤0.01%
3,419
+47
1492
$52K ﹤0.01%
1,742
1493
$52K ﹤0.01%
2,700
1494
$52K ﹤0.01%
2,336
1495
$52K ﹤0.01%
1,881
+24
1496
$51K ﹤0.01%
5,348
+367
1497
$51K ﹤0.01%
1,564
+61
1498
$51K ﹤0.01%
1,000
1499
$51K ﹤0.01%
687
1500
$51K ﹤0.01%
732
+416
58 59
60
61 62