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
1551
$44K ﹤0.01%
422
-86
1552
$44K ﹤0.01%
1,430
+3
1553
$44K ﹤0.01%
7,618
1554
$43K ﹤0.01%
3,546
1555
$43K ﹤0.01%
232
+73
1556
$43K ﹤0.01%
3,231
+494
1557
$43K ﹤0.01%
5,860
+2,956
1558
$42K ﹤0.01%
1,153
+25
1559
$42K ﹤0.01%
1,507
1560
$42K ﹤0.01%
2,004
-234
1561
$42K ﹤0.01%
2,055
+769
1562
$42K ﹤0.01%
106
+6
1563
$42K ﹤0.01%
1,516
-197
1564
$42K ﹤0.01%
639
+48
1565
$42K ﹤0.01%
87
1566
$42K ﹤0.01%
44
1567
$42K ﹤0.01%
5,028
-7,100
1568
$42K ﹤0.01%
800
1569
$42K ﹤0.01%
2,995
1570
$42K ﹤0.01%
976
+127
1571
$42K ﹤0.01%
+1,147
1572
$41K ﹤0.01%
926
+260
1573
$41K ﹤0.01%
956
+504
1574
$41K ﹤0.01%
436
1575
$41K ﹤0.01%
1,228
-984
61 62
63
64 65