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
1726
$25K ﹤0.01%
946
+940
1727
$25K ﹤0.01%
+1,086
1728
$25K ﹤0.01%
269
1729
$25K ﹤0.01%
896
+745
1730
$25K ﹤0.01%
129
+107
1731
$25K ﹤0.01%
558
1732
$25K ﹤0.01%
3,250
+41
1733
$25K ﹤0.01%
248
1734
$25K ﹤0.01%
251
-6
1735
$25K ﹤0.01%
1,388
1736
$25K ﹤0.01%
170
-92
1737
$25K ﹤0.01%
255
+63
1738
$24K ﹤0.01%
1,594
-14,441
1739
$24K ﹤0.01%
436
+92
1740
$24K ﹤0.01%
925
+194
1741
$24K ﹤0.01%
1,750
1742
$24K ﹤0.01%
1,000
-130
1743
$24K ﹤0.01%
1,346
+904
1744
$24K ﹤0.01%
288
+13
1745
$24K ﹤0.01%
400
1746
$24K ﹤0.01%
1,639
+1,195
1747
$24K ﹤0.01%
300
1748
$24K ﹤0.01%
666
+324
1749
$24K ﹤0.01%
10,872
+562
1750
$24K ﹤0.01%
+5,000
68 69
70
71 72