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
1726
$25K ﹤0.01%
3,250
+41
1727
$25K ﹤0.01%
248
1728
$25K ﹤0.01%
946
+940
1729
$25K ﹤0.01%
+1,086
1730
$25K ﹤0.01%
+412
1731
$25K ﹤0.01%
3,240
1732
$25K ﹤0.01%
+300
1733
$25K ﹤0.01%
269
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