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
176
$14.3M 0.04%
72,407
+40,373
177
$14.3M 0.04%
126,007
-1,913
178
$14.1M 0.04%
227,258
+4,983
179
$14M 0.04%
55,165
+258
180
$13.8M 0.04%
83,314
+269
181
$13.6M 0.04%
710,982
+693,718
182
$13.5M 0.04%
313,696
+38,630
183
$13.5M 0.04%
342,431
+37,573
184
$13.4M 0.04%
56,640
+5,490
185
$13.1M 0.04%
242,145
-1,631
186
$13.1M 0.04%
36,349
-158
187
$12.8M 0.03%
124,689
+77,768
188
$12.7M 0.03%
94,506
-17,818
189
$12.6M 0.03%
55,297
+12,899
190
$12.5M 0.03%
143,197
-685
191
$12.5M 0.03%
207,489
-3,091
192
$12.2M 0.03%
73,411
+9,980
193
$12.1M 0.03%
340,114
+77,692
194
$12M 0.03%
256,951
+7,641
195
$12M 0.03%
137,688
+4,701
196
$11.9M 0.03%
100,995
+7,082
197
$11.7M 0.03%
374,690
+27,025
198
$11.3M 0.03%
138,324
-20,000
199
$11.3M 0.03%
401,985
+30,501
200
$11.2M 0.03%
138,763
+55,513
6 7
8
9 10