Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$751M
2
+$723M
3
+$494M
4
IAU icon
iShares Gold Trust
IAU
+$384M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$149M

Top Sells

1
+$554M
2
+$127M
3
+$81.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$18.4M
5
AAPL icon
Apple
AAPL
+$16.9M

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
2076
$7K ﹤0.01%
5,250
2077
$7K ﹤0.01%
+584
2078
$7K ﹤0.01%
1,000
2079
$7K ﹤0.01%
614
-190
2080
$7K ﹤0.01%
+160
2081
$7K ﹤0.01%
723
+14
2082
$7K ﹤0.01%
170
-330
2083
$7K ﹤0.01%
130
-40
2084
$7K ﹤0.01%
+164
2085
$7K ﹤0.01%
299
2086
$7K ﹤0.01%
+993
2087
$7K ﹤0.01%
285
2088
$7K ﹤0.01%
+92
2089
$7K ﹤0.01%
223
2090
$7K ﹤0.01%
250
2091
$7K ﹤0.01%
3,900
2092
$7K ﹤0.01%
+49
2093
$7K ﹤0.01%
+35
2094
$7K ﹤0.01%
858
2095
$7K ﹤0.01%
40
-63
2096
$7K ﹤0.01%
9
2097
$7K ﹤0.01%
+25
2098
$7K ﹤0.01%
+242
2099
$7K ﹤0.01%
+115
2100
$7K ﹤0.01%
+833
82 83
84
85 86