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
2101
$7K ﹤0.01%
+50
2102
$7K ﹤0.01%
378
-141
2103
$7K ﹤0.01%
26
2104
$7K ﹤0.01%
1,184
2105
$7K ﹤0.01%
318
+129
2106
$6K ﹤0.01%
+655
2107
$6K ﹤0.01%
182
+30
2108
$6K ﹤0.01%
116
2109
$6K ﹤0.01%
+154
2110
$6K ﹤0.01%
166
+94
2111
$6K ﹤0.01%
+439
2112
$6K ﹤0.01%
585
2113
$6K ﹤0.01%
+6,000
2114
$6K ﹤0.01%
600
2115
$6K ﹤0.01%
225
2116
$6K ﹤0.01%
1,659
-10,521
2117
$6K ﹤0.01%
+500
2118
$6K ﹤0.01%
1,375
2119
$6K ﹤0.01%
+128
2120
$6K ﹤0.01%
720
-918
2121
$6K ﹤0.01%
+180
2122
$6K ﹤0.01%
176
-55
2123
$6K ﹤0.01%
+165
2124
$6K ﹤0.01%
+115
2125
$6K ﹤0.01%
167
83 84
85
86 87