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
1851
$17K ﹤0.01%
197
1852
$17K ﹤0.01%
2,426
+1,980
1853
$17K ﹤0.01%
210
1854
$17K ﹤0.01%
2,563
1855
$17K ﹤0.01%
+910
1856
$17K ﹤0.01%
100
1857
$17K ﹤0.01%
33
-8
1858
$17K ﹤0.01%
1,127
-120
1859
$16K ﹤0.01%
325
+138
1860
$16K ﹤0.01%
2,223
+2,022
1861
$16K ﹤0.01%
500
1862
$16K ﹤0.01%
1,012
-1,685
1863
$16K ﹤0.01%
1,120
1864
$16K ﹤0.01%
326
1865
$16K ﹤0.01%
742
+5
1866
$16K ﹤0.01%
+239
1867
$16K ﹤0.01%
176
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1868
$16K ﹤0.01%
532
-335
1869
$16K ﹤0.01%
+144
1870
$16K ﹤0.01%
198
+55
1871
$16K ﹤0.01%
409
1872
$16K ﹤0.01%
+40
1873
$16K ﹤0.01%
1,315
1874
$15K ﹤0.01%
622
-2,713
1875
$15K ﹤0.01%
525
+260
73 74
75
76 77