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
1501
$51K ﹤0.01%
2,286
+341
1502
$51K ﹤0.01%
3,228
+1
1503
$51K ﹤0.01%
1,052
-200
1504
$51K ﹤0.01%
3,909
1505
$51K ﹤0.01%
2,348
+348
1506
$50K ﹤0.01%
331
-225
1507
$50K ﹤0.01%
+1,829
1508
$50K ﹤0.01%
394
-546
1509
$50K ﹤0.01%
3,691
1510
$50K ﹤0.01%
2,844
+275
1511
$50K ﹤0.01%
208
-14
1512
$50K ﹤0.01%
4,402
1513
$49K ﹤0.01%
480
1514
$49K ﹤0.01%
2,754
+1,293
1515
$49K ﹤0.01%
8,116
-10,504
1516
$49K ﹤0.01%
+582
1517
$49K ﹤0.01%
2,000
+1,900
1518
$49K ﹤0.01%
2,100
1519
$49K ﹤0.01%
920
1520
$48K ﹤0.01%
2,202
+2
1521
$48K ﹤0.01%
3,669
-3,394
1522
$48K ﹤0.01%
1,200
-156
1523
$48K ﹤0.01%
2,812
+405
1524
$48K ﹤0.01%
536
1525
$47K ﹤0.01%
2,600
-86
59 60
61
62 63