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
1626
$34K ﹤0.01%
+830
1627
$34K ﹤0.01%
316
1628
$34K ﹤0.01%
+2,789
1629
$33K ﹤0.01%
423
1630
$33K ﹤0.01%
771
+310
1631
$33K ﹤0.01%
1,022
+65
1632
$33K ﹤0.01%
5,440
-106
1633
$33K ﹤0.01%
328
+94
1634
$33K ﹤0.01%
134
1635
$33K ﹤0.01%
700
+446
1636
$33K ﹤0.01%
777
+35
1637
$33K ﹤0.01%
+268
1638
$33K ﹤0.01%
382
1639
$33K ﹤0.01%
1,555
-945
1640
$33K ﹤0.01%
15,337
-254
1641
$33K ﹤0.01%
789
-29
1642
$32K ﹤0.01%
1,706
+472
1643
$32K ﹤0.01%
1,000
1644
$32K ﹤0.01%
1,000
1645
$32K ﹤0.01%
8,751
+313
1646
$32K ﹤0.01%
1,421
+1,093
1647
$32K ﹤0.01%
+3,391
1648
$32K ﹤0.01%
221
+131
1649
$32K ﹤0.01%
337
+16
1650
$31K ﹤0.01%
2,517
+1,678
64 65
66
67 68