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
1576
$41K ﹤0.01%
318
+29
1577
$41K ﹤0.01%
3,033
1578
$41K ﹤0.01%
+843
1579
$41K ﹤0.01%
330
+51
1580
$41K ﹤0.01%
1,900
1581
$41K ﹤0.01%
3,622
+1,081
1582
$41K ﹤0.01%
4,129
+247
1583
$40K ﹤0.01%
200
+49
1584
$40K ﹤0.01%
+687
1585
$40K ﹤0.01%
291
+111
1586
$39K ﹤0.01%
347
+29
1587
$39K ﹤0.01%
2,486
+2,270
1588
$39K ﹤0.01%
4,386
+95
1589
$38K ﹤0.01%
+2,000
1590
$38K ﹤0.01%
703
1591
$38K ﹤0.01%
1,700
1592
$38K ﹤0.01%
922
+503
1593
$37K ﹤0.01%
3,449
+166
1594
$37K ﹤0.01%
3,000
+1,000
1595
$37K ﹤0.01%
4,549
+3,523
1596
$37K ﹤0.01%
952
-66
1597
$37K ﹤0.01%
2,000
1598
$37K ﹤0.01%
612
+111
1599
$37K ﹤0.01%
1,723
1600
$36K ﹤0.01%
396
62 63
64
65 66