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
1951
$11K ﹤0.01%
+256
1952
$11K ﹤0.01%
261
-1,058
1953
$11K ﹤0.01%
153
1954
$11K ﹤0.01%
408
+228
1955
$11K ﹤0.01%
1,147
1956
$11K ﹤0.01%
+600
1957
$11K ﹤0.01%
238
1958
$11K ﹤0.01%
206
1959
$11K ﹤0.01%
1,270
1960
$11K ﹤0.01%
+86
1961
$11K ﹤0.01%
910
1962
$11K ﹤0.01%
1,199
-44,668
1963
$11K ﹤0.01%
1,085
-2,170
1964
$11K ﹤0.01%
+790
1965
$11K ﹤0.01%
167
1966
$11K ﹤0.01%
192
+1
1967
$11K ﹤0.01%
563
+67
1968
$11K ﹤0.01%
535
1969
$11K ﹤0.01%
263
1970
$11K ﹤0.01%
1,263
-31,454
1971
$11K ﹤0.01%
103
-1,583
1972
$11K ﹤0.01%
2,000
+1,800
1973
$10K ﹤0.01%
+296
1974
$10K ﹤0.01%
234
1975
$10K ﹤0.01%
196
77 78
79
80 81