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
2251
$3K ﹤0.01%
+238
2252
$3K ﹤0.01%
182
-39
2253
$3K ﹤0.01%
51
2254
$3K ﹤0.01%
110
-79
2255
$3K ﹤0.01%
123
2256
$3K ﹤0.01%
441
-133
2257
$3K ﹤0.01%
165
+148
2258
$3K ﹤0.01%
128
+10
2259
$3K ﹤0.01%
2,000
2260
$3K ﹤0.01%
903
+22
2261
$3K ﹤0.01%
139
2262
$3K ﹤0.01%
47
2263
$3K ﹤0.01%
14
2264
$3K ﹤0.01%
+89
2265
$3K ﹤0.01%
+500
2266
$3K ﹤0.01%
93
-419
2267
$3K ﹤0.01%
+43
2268
$3K ﹤0.01%
+22
2269
$3K ﹤0.01%
500
2270
$3K ﹤0.01%
+2
2271
$3K ﹤0.01%
75
2272
$3K ﹤0.01%
+85
2273
$3K ﹤0.01%
83
2274
$3K ﹤0.01%
144
2275
$3K ﹤0.01%
67
89 90
91
92 93