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
151
$17.6M 0.05%
423,078
+205,611
152
$17.4M 0.05%
347,660
+18,130
153
$17.4M 0.05%
826,637
+36,987
154
$17.3M 0.05%
454,044
-17,671
155
$17.3M 0.05%
334,605
-94,701
156
$17.2M 0.05%
664,416
+3,171
157
$16.8M 0.05%
182,849
-26,981
158
$16.5M 0.04%
61,282
+5,022
159
$16.4M 0.04%
1,202,368
-216,854
160
$16.3M 0.04%
201,796
+2,480
161
$16.3M 0.04%
936,672
+17,580
162
$16M 0.04%
165,881
+6,868
163
$15.9M 0.04%
81,011
-5,598
164
$15.6M 0.04%
92,975
+4,461
165
$15.5M 0.04%
70,109
-791
166
$15.4M 0.04%
283,793
-46,666
167
$15.4M 0.04%
138,999
+9,469
168
$15.4M 0.04%
402,355
+243,199
169
$15.2M 0.04%
185,651
-3,739
170
$15.1M 0.04%
62,569
+14,415
171
$15.1M 0.04%
147,737
-47,254
172
$15M 0.04%
694,675
+14,373
173
$14.6M 0.04%
238,616
-18,928
174
$14.3M 0.04%
371,196
+2,261
175
$14.3M 0.04%
289,861
+19,590
5 6
7
8 9