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
1526
$47K ﹤0.01%
619
1527
$47K ﹤0.01%
+4,179
1528
$47K ﹤0.01%
+8,950
1529
$47K ﹤0.01%
931
+131
1530
$47K ﹤0.01%
3,375
1531
$47K ﹤0.01%
5,749
1532
$47K ﹤0.01%
6,066
-1,477
1533
$46K ﹤0.01%
849
1534
$46K ﹤0.01%
1,000
-107
1535
$46K ﹤0.01%
5,406
+443
1536
$46K ﹤0.01%
461
-12
1537
$46K ﹤0.01%
2,589
+442
1538
$46K ﹤0.01%
1,053
-1,179
1539
$46K ﹤0.01%
2,000
-100
1540
$46K ﹤0.01%
+6,400
1541
$45K ﹤0.01%
308
+33
1542
$45K ﹤0.01%
3,008
+645
1543
$45K ﹤0.01%
986
+470
1544
$45K ﹤0.01%
974
+64
1545
$45K ﹤0.01%
1,768
1546
$45K ﹤0.01%
1,732
+607
1547
$45K ﹤0.01%
1,483
+888
1548
$45K ﹤0.01%
1,353
1549
$44K ﹤0.01%
2,853
1550
$44K ﹤0.01%
1,382
+7
60 61
62
63 64