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
2026
$9K ﹤0.01%
359
2027
$8K ﹤0.01%
3,469
+225
2028
$8K ﹤0.01%
565
2029
$8K ﹤0.01%
287
+122
2030
$8K ﹤0.01%
+1,140
2031
$8K ﹤0.01%
114
-9
2032
$8K ﹤0.01%
606
2033
$8K ﹤0.01%
7,846
-1
2034
$8K ﹤0.01%
800
2035
$8K ﹤0.01%
1,108
2036
$8K ﹤0.01%
+421
2037
$8K ﹤0.01%
145
2038
$8K ﹤0.01%
575
+412
2039
$8K ﹤0.01%
+500
2040
$8K ﹤0.01%
+137
2041
$8K ﹤0.01%
500
2042
$8K ﹤0.01%
460
2043
$8K ﹤0.01%
+129
2044
$8K ﹤0.01%
675
2045
$8K ﹤0.01%
599
+44
2046
$8K ﹤0.01%
580
+382
2047
$8K ﹤0.01%
625
2048
$8K ﹤0.01%
1,633
+1,381
2049
$8K ﹤0.01%
+250
2050
$8K ﹤0.01%
693