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
1926
$12K ﹤0.01%
372
-3,484
1927
$12K ﹤0.01%
269
1928
$12K ﹤0.01%
+260
1929
$12K ﹤0.01%
551
-90
1930
$12K ﹤0.01%
181
-86
1931
$12K ﹤0.01%
971
1932
$12K ﹤0.01%
878
1933
$12K ﹤0.01%
323
-148
1934
$12K ﹤0.01%
+370
1935
$12K ﹤0.01%
1,014
+14
1936
$12K ﹤0.01%
297
-80
1937
$12K ﹤0.01%
400
1938
$12K ﹤0.01%
226
1939
$12K ﹤0.01%
144
-118
1940
$12K ﹤0.01%
201
1941
$12K ﹤0.01%
457
1942
$12K ﹤0.01%
746
-196
1943
$12K ﹤0.01%
2,650
1944
$12K ﹤0.01%
65
+40
1945
$12K ﹤0.01%
1,894
1946
$12K ﹤0.01%
3,019
1947
$12K ﹤0.01%
400
+200
1948
$11K ﹤0.01%
95
+9
1949
$11K ﹤0.01%
+319
1950
$11K ﹤0.01%
272
76 77
78
79 80