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
1876
$15K ﹤0.01%
382
+300
1877
$15K ﹤0.01%
1,749
+591
1878
$15K ﹤0.01%
732
1879
$15K ﹤0.01%
1,986
-13,209
1880
$15K ﹤0.01%
+3,000
1881
$15K ﹤0.01%
+1,000
1882
$15K ﹤0.01%
1,163
+200
1883
$15K ﹤0.01%
546
1884
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268
+188
1885
$15K ﹤0.01%
777
+12
1886
$15K ﹤0.01%
1,918
+113
1887
$15K ﹤0.01%
251
1888
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219
1889
$15K ﹤0.01%
1,158
-308
1890
$15K ﹤0.01%
1,011
1891
$15K ﹤0.01%
831
+21
1892
$14K ﹤0.01%
196
1893
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915
-667
1894
$14K ﹤0.01%
229
+140
1895
$14K ﹤0.01%
230
+10
1896
$14K ﹤0.01%
312
1897
$14K ﹤0.01%
951
1898
$14K ﹤0.01%
+247
1899
$14K ﹤0.01%
166
-62
1900
$14K ﹤0.01%
+351