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
2176
$5K ﹤0.01%
+105
2177
$5K ﹤0.01%
7
2178
$5K ﹤0.01%
925
2179
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190
-246
2180
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+100
2181
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123
2182
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140
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2183
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2184
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110
2185
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196
-1
2186
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+1,800
2187
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500
2189
$5K ﹤0.01%
+298
2190
$5K ﹤0.01%
269
+153
2191
$5K ﹤0.01%
57
+37
2192
$5K ﹤0.01%
300
2193
$4K ﹤0.01%
301
2194
$4K ﹤0.01%
792
+396
2195
$4K ﹤0.01%
+57
2196
$4K ﹤0.01%
165
2197
$4K ﹤0.01%
+90
2198
$4K ﹤0.01%
+143
2199
$4K ﹤0.01%
+152
2200
$4K ﹤0.01%
+95
86 87
88
89 90