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
2201
$4K ﹤0.01%
301
2202
$4K ﹤0.01%
792
+396
2203
$4K ﹤0.01%
+57
2204
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165
2205
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+90
2206
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+143
2207
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+152
2208
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+95
2209
$4K ﹤0.01%
45
2210
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1,001
2211
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60
2212
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+100
2213
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361
2214
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91
2215
$4K ﹤0.01%
42
2216
$4K ﹤0.01%
139
-310
2217
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329
-3,157
2218
$4K ﹤0.01%
+35
2219
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294
+36
2220
$4K ﹤0.01%
+114
2221
$4K ﹤0.01%
+103
2222
$4K ﹤0.01%
190
2223
$4K ﹤0.01%
526
2224
$4K ﹤0.01%
540
2225
$4K ﹤0.01%
+16
87 88
89
90 91