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
2126
$6K ﹤0.01%
1,000
2127
$6K ﹤0.01%
122
+17
2128
$6K ﹤0.01%
745
2129
$6K ﹤0.01%
1,167
2130
$6K ﹤0.01%
165
+90
2131
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255
2132
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+92
2133
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907
+200
2134
$6K ﹤0.01%
+195
2135
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+175
2136
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+1,139
2137
$6K ﹤0.01%
207
2138
$6K ﹤0.01%
+22
2139
$6K ﹤0.01%
+193
2140
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110
+30
2141
$6K ﹤0.01%
128
2142
$6K ﹤0.01%
240
-135
2143
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673
2144
$6K ﹤0.01%
+136
2145
$6K ﹤0.01%
7,150
2146
$6K ﹤0.01%
139
2147
$6K ﹤0.01%
+500
2148
$6K ﹤0.01%
535
+10
2149
$6K ﹤0.01%
+100
2150
$5K ﹤0.01%
124
+9