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
2226
$4K ﹤0.01%
64
-45
2227
$4K ﹤0.01%
81
+1
2228
$4K ﹤0.01%
550
-5,158
2229
$4K ﹤0.01%
+79
2230
$4K ﹤0.01%
75
2231
$4K ﹤0.01%
323
2232
$4K ﹤0.01%
+87
2233
$4K ﹤0.01%
450
2234
$4K ﹤0.01%
350
2235
$4K ﹤0.01%
334
+1
2236
$4K ﹤0.01%
+17
2237
$4K ﹤0.01%
568
2238
$4K ﹤0.01%
134
2239
$4K ﹤0.01%
254
+133
2240
$4K ﹤0.01%
+100
2241
$4K ﹤0.01%
325
+99
2242
$4K ﹤0.01%
331
+4
2243
$4K ﹤0.01%
215
2244
$4K ﹤0.01%
+201
2245
$3K ﹤0.01%
78
2246
$3K ﹤0.01%
68
-78
2247
$3K ﹤0.01%
124
2248
$3K ﹤0.01%
57
2249
$3K ﹤0.01%
+55
2250
$3K ﹤0.01%
+212
88 89
90
91 92