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
2001
$9K ﹤0.01%
1,091
2002
$9K ﹤0.01%
860
2003
$9K ﹤0.01%
+85
2004
$9K ﹤0.01%
321
-871
2005
$9K ﹤0.01%
1,032
-1
2006
$9K ﹤0.01%
831
-539
2007
$9K ﹤0.01%
1,528
2008
$9K ﹤0.01%
300
2009
$9K ﹤0.01%
60
-30
2010
$9K ﹤0.01%
118
+1
2011
$9K ﹤0.01%
132
+32
2012
$9K ﹤0.01%
566
2013
$9K ﹤0.01%
+305
2014
$9K ﹤0.01%
+158
2015
$9K ﹤0.01%
+88
2016
$9K ﹤0.01%
494
+179
2017
$9K ﹤0.01%
149
+3
2018
$9K ﹤0.01%
129
-176
2019
$9K ﹤0.01%
+350
2020
$9K ﹤0.01%
+135
2021
$9K ﹤0.01%
2,004
2022
$9K ﹤0.01%
250
2023
$9K ﹤0.01%
300
2024
$9K ﹤0.01%
+2,128
2025
$9K ﹤0.01%
750
79 80
81
82 83