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
1601
$36K ﹤0.01%
1,327
-549
1602
$36K ﹤0.01%
780
+580
1603
$36K ﹤0.01%
631
1604
$36K ﹤0.01%
590
+305
1605
$36K ﹤0.01%
2,683
-904
1606
$36K ﹤0.01%
3,857
-4,938
1607
$35K ﹤0.01%
774
1608
$35K ﹤0.01%
+1,643
1609
$35K ﹤0.01%
519
+43
1610
$35K ﹤0.01%
855
+356
1611
$35K ﹤0.01%
1,077
+74
1612
$35K ﹤0.01%
524
-450
1613
$35K ﹤0.01%
98
-27
1614
$35K ﹤0.01%
1,500
1615
$35K ﹤0.01%
1,434
-69
1616
$35K ﹤0.01%
415
+226
1617
$35K ﹤0.01%
250
1618
$35K ﹤0.01%
3,183
+3,162
1619
$35K ﹤0.01%
2,874
+1,109
1620
$34K ﹤0.01%
+3,561
1621
$34K ﹤0.01%
1,687
+200
1622
$34K ﹤0.01%
2,489
+7
1623
$34K ﹤0.01%
+11,500
1624
$34K ﹤0.01%
1,454
1625
$34K ﹤0.01%
1,216
+546
63 64
65
66 67