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
1676
$29K ﹤0.01%
292
-40
1677
$29K ﹤0.01%
2,700
1678
$29K ﹤0.01%
+1
1679
$29K ﹤0.01%
1,797
+10
1680
$29K ﹤0.01%
516
1681
$29K ﹤0.01%
104
+36
1682
$29K ﹤0.01%
344
+37
1683
$29K ﹤0.01%
1,500
1684
$28K ﹤0.01%
5,000
1685
$28K ﹤0.01%
1,737
-1,475
1686
$28K ﹤0.01%
3,093
1687
$28K ﹤0.01%
529
1688
$28K ﹤0.01%
469
1689
$28K ﹤0.01%
657
-611
1690
$28K ﹤0.01%
+300
1691
$28K ﹤0.01%
817
+741
1692
$28K ﹤0.01%
1,635
1693
$28K ﹤0.01%
282
-6
1694
$28K ﹤0.01%
+2,229
1695
$28K ﹤0.01%
407
+24
1696
$28K ﹤0.01%
+210
1697
$28K ﹤0.01%
1,270
+555
1698
$28K ﹤0.01%
731
1699
$28K ﹤0.01%
226
1700
$28K ﹤0.01%
2,616
66 67
68
69 70