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
1776
$21K ﹤0.01%
500
1777
$21K ﹤0.01%
536
+460
1778
$21K ﹤0.01%
+416
1779
$21K ﹤0.01%
+2,000
1780
$21K ﹤0.01%
3,000
1781
$21K ﹤0.01%
+500
1782
$21K ﹤0.01%
349
+134
1783
$21K ﹤0.01%
915
1784
$21K ﹤0.01%
+801
1785
$21K ﹤0.01%
949
+12
1786
$21K ﹤0.01%
210
+85
1787
$21K ﹤0.01%
1,850
+350
1788
$21K ﹤0.01%
749
+13
1789
$21K ﹤0.01%
252
1790
$20K ﹤0.01%
3,188
1791
$20K ﹤0.01%
558
1792
$20K ﹤0.01%
+1,075
1793
$20K ﹤0.01%
2,176
-1,101
1794
$20K ﹤0.01%
1,276
+16
1795
$20K ﹤0.01%
187
1796
$20K ﹤0.01%
249
+149
1797
$20K ﹤0.01%
161
+51
1798
$20K ﹤0.01%
490
-67
1799
$20K ﹤0.01%
614
+8
1800
$20K ﹤0.01%
135
+62