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
1926
$12K ﹤0.01%
323
-148
1927
$12K ﹤0.01%
+370
1928
$12K ﹤0.01%
1,014
+14
1929
$12K ﹤0.01%
297
-80
1930
$12K ﹤0.01%
400
1931
$12K ﹤0.01%
226
1932
$12K ﹤0.01%
144
-118
1933
$12K ﹤0.01%
201
1934
$12K ﹤0.01%
457
1935
$12K ﹤0.01%
746
-196
1936
$12K ﹤0.01%
2,650
1937
$12K ﹤0.01%
65
+40
1938
$12K ﹤0.01%
1,894
1939
$12K ﹤0.01%
3,019
1940
$12K ﹤0.01%
400
+200
1941
$12K ﹤0.01%
764
1942
$12K ﹤0.01%
+438
1943
$12K ﹤0.01%
209
1944
$12K ﹤0.01%
372
-3,484
1945
$12K ﹤0.01%
269
1946
$12K ﹤0.01%
+260
1947
$12K ﹤0.01%
551
-90
1948
$11K ﹤0.01%
95
+9
1949
$11K ﹤0.01%
+319
1950
$11K ﹤0.01%
272
76 77
78
79 80