Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$751M
2 +$723M
3 +$494M
4
IAU icon
iShares Gold Trust
IAU
+$384M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1 +$554M
2 +$127M
3 +$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.4M
5
AAPL icon
Apple
AAPL
+$16.9M

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
1651
$31K ﹤0.01%
467
+228
1652
$31K ﹤0.01%
3,227
+911
1653
$31K ﹤0.01%
979
+98
1654
$31K ﹤0.01%
521
1655
$31K ﹤0.01%
+500
1656
$31K ﹤0.01%
+560
1657
$31K ﹤0.01%
3,515
+989
1658
$31K ﹤0.01%
2,527
-1,040
1659
$31K ﹤0.01%
1,155
1660
$31K ﹤0.01%
1,216
-2,355
1661
$30K ﹤0.01%
2,418
1662
$30K ﹤0.01%
5,414
+2,261
1663
$30K ﹤0.01%
312
-3
1664
$30K ﹤0.01%
1,344
1665
$30K ﹤0.01%
+900
1666
$30K ﹤0.01%
268
1667
$30K ﹤0.01%
+399
1668
$30K ﹤0.01%
1,417
1669
$30K ﹤0.01%
4,004
+2,219
1670
$30K ﹤0.01%
442
-2,601
1671
$30K ﹤0.01%
3,544
+472
1672
$29K ﹤0.01%
516
1673
$29K ﹤0.01%
2,206
1674
$29K ﹤0.01%
6,840
1675
$29K ﹤0.01%
+696