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
1976
$10K ﹤0.01%
3,690
-349
1977
$10K ﹤0.01%
+65
1978
$10K ﹤0.01%
+159
1979
$10K ﹤0.01%
173
1980
$10K ﹤0.01%
517
+6
1981
$10K ﹤0.01%
170
1982
$10K ﹤0.01%
92
1983
$10K ﹤0.01%
901
1984
$10K ﹤0.01%
2,321
1985
$10K ﹤0.01%
283
-104
1986
$10K ﹤0.01%
540
+3
1987
$10K ﹤0.01%
500
-500
1988
$10K ﹤0.01%
339
1989
$10K ﹤0.01%
710
+10
1990
$10K ﹤0.01%
+3,277
1991
$10K ﹤0.01%
+300
1992
$10K ﹤0.01%
+174
1993
$10K ﹤0.01%
307
+116
1994
$10K ﹤0.01%
374
+39
1995
$10K ﹤0.01%
+88
1996
$10K ﹤0.01%
580
1997
$10K ﹤0.01%
+1,166
1998
$10K ﹤0.01%
335
-40
1999
$10K ﹤0.01%
100
2000
$9K ﹤0.01%
2,017
-270
78 79
80
81 82