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
2176
$5K ﹤0.01%
7,500
2177
$5K ﹤0.01%
7
2178
$5K ﹤0.01%
925
2179
$5K ﹤0.01%
190
-246
2180
$5K ﹤0.01%
+100
2181
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123
2182
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140
+119
2183
$5K ﹤0.01%
147
2184
$5K ﹤0.01%
110
2185
$5K ﹤0.01%
196
-1
2186
$5K ﹤0.01%
+1,800
2187
$5K ﹤0.01%
133
2188
$5K ﹤0.01%
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%
29
+8
2194
$4K ﹤0.01%
22
-26
2195
$4K ﹤0.01%
+51
2196
$4K ﹤0.01%
64
-45
2197
$4K ﹤0.01%
81
+1
2198
$4K ﹤0.01%
550
-5,158
2199
$4K ﹤0.01%
+79
2200
$4K ﹤0.01%
75
86 87
88
89 90