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
1901
$14K ﹤0.01%
229
+140
1902
$14K ﹤0.01%
230
+10
1903
$14K ﹤0.01%
312
1904
$14K ﹤0.01%
632
-288
1905
$14K ﹤0.01%
1,046
1906
$13K ﹤0.01%
285
+84
1907
$13K ﹤0.01%
+295
1908
$13K ﹤0.01%
+27
1909
$13K ﹤0.01%
438
-3,121
1910
$13K ﹤0.01%
+112
1911
$13K ﹤0.01%
504
-232
1912
$13K ﹤0.01%
466
+4
1913
$13K ﹤0.01%
+286
1914
$13K ﹤0.01%
120
-5
1915
$13K ﹤0.01%
200
-633
1916
$13K ﹤0.01%
1,375
1917
$13K ﹤0.01%
1,143
+18
1918
$13K ﹤0.01%
+719
1919
$13K ﹤0.01%
166
1920
$13K ﹤0.01%
903
-177
1921
$13K ﹤0.01%
1,491
1922
$13K ﹤0.01%
149
-700
1923
$12K ﹤0.01%
181
-86
1924
$12K ﹤0.01%
971
1925
$12K ﹤0.01%
878
75 76
77
78 79