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
1826
$18K ﹤0.01%
2,075
1827
$18K ﹤0.01%
2,034
-515
1828
$18K ﹤0.01%
201
+189
1829
$18K ﹤0.01%
1,100
1830
$18K ﹤0.01%
2,125
1831
$18K ﹤0.01%
690
+550
1832
$18K ﹤0.01%
1,640
1833
$18K ﹤0.01%
350
+200
1834
$18K ﹤0.01%
1,949
-600
1835
$18K ﹤0.01%
524
-2,280
1836
$18K ﹤0.01%
558
+526
1837
$18K ﹤0.01%
1,384
1838
$17K ﹤0.01%
+142
1839
$17K ﹤0.01%
844
+274
1840
$17K ﹤0.01%
235
-16
1841
$17K ﹤0.01%
644
+4
1842
$17K ﹤0.01%
1,043
1843
$17K ﹤0.01%
300
1844
$17K ﹤0.01%
+130
1845
$17K ﹤0.01%
+346
1846
$17K ﹤0.01%
260
1847
$17K ﹤0.01%
1,500
1848
$17K ﹤0.01%
293
1849
$17K ﹤0.01%
545
+528
1850
$17K ﹤0.01%
197
72 73
74
75 76