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
2151
$5K ﹤0.01%
230
+105
2152
$5K ﹤0.01%
+105
2153
$5K ﹤0.01%
124
+9
2154
$5K ﹤0.01%
79
2155
$5K ﹤0.01%
+132
2156
$5K ﹤0.01%
140
2157
$5K ﹤0.01%
250
+150
2158
$5K ﹤0.01%
+9
2159
$5K ﹤0.01%
+135
2160
$5K ﹤0.01%
+58
2161
$5K ﹤0.01%
168
2162
$5K ﹤0.01%
+127
2163
$5K ﹤0.01%
245
2164
$5K ﹤0.01%
150
-13
2165
$5K ﹤0.01%
165
-165
2166
$5K ﹤0.01%
4,808
2167
$5K ﹤0.01%
350
2168
$5K ﹤0.01%
+125
2169
$5K ﹤0.01%
26
-33
2170
$5K ﹤0.01%
111
+18
2171
$5K ﹤0.01%
+53
2172
$5K ﹤0.01%
158
2173
$5K ﹤0.01%
+613
2174
$5K ﹤0.01%
+65
2175
$5K ﹤0.01%
114