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
1701
$28K ﹤0.01%
5,656
+83
1702
$27K ﹤0.01%
2,330
-3,173
1703
$27K ﹤0.01%
1,348
-22
1704
$27K ﹤0.01%
400
1705
$27K ﹤0.01%
583
1706
$27K ﹤0.01%
692
1707
$27K ﹤0.01%
+4,592
1708
$27K ﹤0.01%
263
-439
1709
$27K ﹤0.01%
274
1710
$27K ﹤0.01%
271
1711
$27K ﹤0.01%
1,375
-228
1712
$27K ﹤0.01%
2,693
1713
$27K ﹤0.01%
5,810
+4,090
1714
$27K ﹤0.01%
1,634
1715
$26K ﹤0.01%
2,100
1716
$26K ﹤0.01%
1,480
+896
1717
$26K ﹤0.01%
2,276
+698
1718
$26K ﹤0.01%
2,791
-693
1719
$26K ﹤0.01%
1,247
-1,496
1720
$26K ﹤0.01%
1,700
+1,000
1721
$26K ﹤0.01%
392
+366
1722
$26K ﹤0.01%
1,531
-3,368
1723
$25K ﹤0.01%
+412
1724
$25K ﹤0.01%
3,240
1725
$25K ﹤0.01%
+300
67 68
69
70 71