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
1801
$20K ﹤0.01%
1,393
1802
$20K ﹤0.01%
6,500
1803
$20K ﹤0.01%
+168
1804
$20K ﹤0.01%
521
1805
$20K ﹤0.01%
+212
1806
$20K ﹤0.01%
248
+148
1807
$19K ﹤0.01%
+729
1808
$19K ﹤0.01%
787
+229
1809
$19K ﹤0.01%
1,677
1810
$19K ﹤0.01%
208
-17
1811
$19K ﹤0.01%
685
+435
1812
$19K ﹤0.01%
+230
1813
$19K ﹤0.01%
+441
1814
$19K ﹤0.01%
593
1815
$19K ﹤0.01%
900
-72
1816
$19K ﹤0.01%
205
-139
1817
$19K ﹤0.01%
2,144
1818
$19K ﹤0.01%
1,251
+35
1819
$18K ﹤0.01%
189
1820
$18K ﹤0.01%
326
-713
1821
$18K ﹤0.01%
+141
1822
$18K ﹤0.01%
668
-29
1823
$18K ﹤0.01%
13,618
-131
1824
$18K ﹤0.01%
2,703
+170
1825
$18K ﹤0.01%
628
71 72
73
74 75