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
2151
$5K ﹤0.01%
79
2152
$5K ﹤0.01%
+132
2153
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140
2154
$5K ﹤0.01%
250
+150
2155
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+9
2156
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+135
2157
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+58
2158
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168
2159
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+127
2160
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245
2161
$5K ﹤0.01%
150
-13
2162
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165
-165
2163
$5K ﹤0.01%
4,808
2164
$5K ﹤0.01%
350
2165
$5K ﹤0.01%
+125
2166
$5K ﹤0.01%
26
-33
2167
$5K ﹤0.01%
111
+18
2168
$5K ﹤0.01%
+53
2169
$5K ﹤0.01%
158
2170
$5K ﹤0.01%
+613
2171
$5K ﹤0.01%
+65
2172
$5K ﹤0.01%
114
2173
$5K ﹤0.01%
7,500
2174
$5K ﹤0.01%
381
-517
2175
$5K ﹤0.01%
230
+105
85 86
87
88 89