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
1751
$24K ﹤0.01%
186
+92
1752
$23K ﹤0.01%
+926
1753
$23K ﹤0.01%
+630
1754
$23K ﹤0.01%
582
+3
1755
$23K ﹤0.01%
1,719
-1,400
1756
$23K ﹤0.01%
3,232
-1,152
1757
$23K ﹤0.01%
1,962
1758
$23K ﹤0.01%
700
1759
$23K ﹤0.01%
875
1760
$23K ﹤0.01%
7,275
1761
$23K ﹤0.01%
8,011
-9,263
1762
$23K ﹤0.01%
792
-400
1763
$23K ﹤0.01%
903
1764
$22K ﹤0.01%
+375
1765
$22K ﹤0.01%
+752
1766
$22K ﹤0.01%
+661
1767
$22K ﹤0.01%
649
-1
1768
$22K ﹤0.01%
1,298
1769
$22K ﹤0.01%
971
-1,100
1770
$22K ﹤0.01%
1,500
-10,693
1771
$22K ﹤0.01%
2,189
-2,319
1772
$22K ﹤0.01%
781
-4,995
1773
$22K ﹤0.01%
500
1774
$21K ﹤0.01%
+4,000
1775
$21K ﹤0.01%
+638
69 70
71
72 73