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
2251
$3K ﹤0.01%
+212
2252
$3K ﹤0.01%
+238
2253
$3K ﹤0.01%
182
-39
2254
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51
2255
$3K ﹤0.01%
110
-79
2256
$3K ﹤0.01%
123
2257
$3K ﹤0.01%
441
-133
2258
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165
+148
2259
$3K ﹤0.01%
128
+10
2260
$3K ﹤0.01%
2,000
2261
$3K ﹤0.01%
903
+22
2262
$3K ﹤0.01%
139
2263
$3K ﹤0.01%
47
2264
$3K ﹤0.01%
14
2265
$3K ﹤0.01%
+89
2266
$3K ﹤0.01%
+500
2267
$3K ﹤0.01%
93
-419
2268
$3K ﹤0.01%
+43
2269
$3K ﹤0.01%
+22
2270
$3K ﹤0.01%
500
2271
$3K ﹤0.01%
+2
2272
$3K ﹤0.01%
75
2273
$3K ﹤0.01%
+85
2274
$3K ﹤0.01%
83
2275
$3K ﹤0.01%
144
89 90
91
92 93