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
2051
$8K ﹤0.01%
1,000
+50
2052
$8K ﹤0.01%
390
2053
$8K ﹤0.01%
240
2054
$8K ﹤0.01%
452
-162
2055
$8K ﹤0.01%
+151
2056
$8K ﹤0.01%
696
2057
$8K ﹤0.01%
1,145
2058
$8K ﹤0.01%
690
+102
2059
$8K ﹤0.01%
539
+300
2060
$8K ﹤0.01%
+321
2061
$8K ﹤0.01%
310
+97
2062
$8K ﹤0.01%
257
+50
2063
$7K ﹤0.01%
284
-136
2064
$7K ﹤0.01%
+1,000
2065
$7K ﹤0.01%
+398
2066
$7K ﹤0.01%
+500
2067
$7K ﹤0.01%
+250
2068
$7K ﹤0.01%
859
2069
$7K ﹤0.01%
1,473
2070
$7K ﹤0.01%
752
2071
$7K ﹤0.01%
254
+75
2072
$7K ﹤0.01%
+100
2073
$7K ﹤0.01%
5,250
2074
$7K ﹤0.01%
+584
2075
$7K ﹤0.01%
1,000
81 82
83
84 85