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
2076
$7K ﹤0.01%
614
-190
2077
$7K ﹤0.01%
+160
2078
$7K ﹤0.01%
723
+14
2079
$7K ﹤0.01%
170
-330
2080
$7K ﹤0.01%
130
-40
2081
$7K ﹤0.01%
+164
2082
$7K ﹤0.01%
299
2083
$7K ﹤0.01%
+993
2084
$7K ﹤0.01%
285
2085
$7K ﹤0.01%
+92
2086
$7K ﹤0.01%
223
2087
$7K ﹤0.01%
250
2088
$7K ﹤0.01%
3,900
2089
$7K ﹤0.01%
+49
2090
$7K ﹤0.01%
+35
2091
$7K ﹤0.01%
858
2092
$7K ﹤0.01%
40
-63
2093
$7K ﹤0.01%
9
2094
$7K ﹤0.01%
+25
2095
$7K ﹤0.01%
+242
2096
$7K ﹤0.01%
+115
2097
$7K ﹤0.01%
+833
2098
$7K ﹤0.01%
350
-167
2099
$7K ﹤0.01%
200
2100
$7K ﹤0.01%
510
+6
82 83
84
85 86