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
2126
$6K ﹤0.01%
1,659
-10,521
2127
$6K ﹤0.01%
+500
2128
$6K ﹤0.01%
1,375
2129
$6K ﹤0.01%
+128
2130
$6K ﹤0.01%
720
-918
2131
$6K ﹤0.01%
+180
2132
$6K ﹤0.01%
176
-55
2133
$6K ﹤0.01%
+165
2134
$6K ﹤0.01%
+115
2135
$6K ﹤0.01%
167
2136
$6K ﹤0.01%
1,000
2137
$6K ﹤0.01%
122
+17
2138
$6K ﹤0.01%
745
2139
$6K ﹤0.01%
165
+90
2140
$6K ﹤0.01%
255
2141
$6K ﹤0.01%
+92
2142
$6K ﹤0.01%
907
+200
2143
$6K ﹤0.01%
+195
2144
$6K ﹤0.01%
+175
2145
$6K ﹤0.01%
+1,139
2146
$6K ﹤0.01%
207
2147
$6K ﹤0.01%
+22
2148
$6K ﹤0.01%
535
+10
2149
$6K ﹤0.01%
+100
2150
$5K ﹤0.01%
381
-517
84 85
86
87 88