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
201
$11.2M 0.03%
307,950
+25,340
202
$11.2M 0.03%
107,493
+7,136
203
$11.1M 0.03%
58,720
+47,626
204
$10.8M 0.03%
172,820
+4,704
205
$10.8M 0.03%
171,866
-23,682
206
$10.7M 0.03%
266,822
-7,628
207
$10.7M 0.03%
64,510
+718
208
$10.6M 0.03%
309,751
-7,984
209
$10.6M 0.03%
183,872
-12,808
210
$10.6M 0.03%
130,642
+399
211
$10.3M 0.03%
405,095
+140,417
212
$10.2M 0.03%
142,097
+1,462
213
$10.1M 0.03%
68,016
-5,874
214
$10M 0.03%
247,680
+345
215
$9.98M 0.03%
82,252
+6,178
216
$9.95M 0.03%
334,582
+15,885
217
$9.9M 0.03%
169,588
+7,982
218
$9.79M 0.03%
106,355
+17,478
219
$9.65M 0.03%
67,491
-189
220
$9.63M 0.03%
92,377
-10,263
221
$9.41M 0.03%
59,797
+18,504
222
$9.36M 0.03%
37,202
+13,991
223
$9.33M 0.03%
63,060
+3,198
224
$9.23M 0.02%
55,661
+7,348
225
$9.17M 0.02%
183,534
+78,996
7 8
9
10 11