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
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%
+900
1662
$30K ﹤0.01%
268
1663
$30K ﹤0.01%
+399
1664
$30K ﹤0.01%
1,417
1665
$30K ﹤0.01%
4,004
+2,219
1666
$30K ﹤0.01%
5,414
+2,261
1667
$30K ﹤0.01%
312
-3
1668
$30K ﹤0.01%
1,344
1669
$30K ﹤0.01%
2,418
1670
$30K ﹤0.01%
442
-2,601
1671
$30K ﹤0.01%
3,544
+472
1672
$29K ﹤0.01%
2,206
1673
$29K ﹤0.01%
6,840
1674
$29K ﹤0.01%
+696
1675
$29K ﹤0.01%
1,239
+131
65 66
67
68 69