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
2101
$7K ﹤0.01%
350
-167
2102
$7K ﹤0.01%
200
2103
$7K ﹤0.01%
510
+6
2104
$7K ﹤0.01%
1,184
2105
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318
+129
2106
$6K ﹤0.01%
1,167
2107
$6K ﹤0.01%
+193
2108
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110
+30
2109
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128
2110
$6K ﹤0.01%
240
-135
2111
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673
2112
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+136
2113
$6K ﹤0.01%
7,150
2114
$6K ﹤0.01%
139
2115
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+500
2116
$6K ﹤0.01%
+655
2117
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182
+30
2118
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116
2119
$6K ﹤0.01%
+154
2120
$6K ﹤0.01%
166
+94
2121
$6K ﹤0.01%
+439
2122
$6K ﹤0.01%
585
2123
$6K ﹤0.01%
+6,000
2124
$6K ﹤0.01%
600
2125
$6K ﹤0.01%
225