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
2276
$3K ﹤0.01%
64
+19
2277
$3K ﹤0.01%
75
2278
$3K ﹤0.01%
254
+7
2279
$3K ﹤0.01%
57
2280
$3K ﹤0.01%
+25
2281
$3K ﹤0.01%
+288
2282
$3K ﹤0.01%
+61
2283
$3K ﹤0.01%
+44
2284
$3K ﹤0.01%
+34
2285
$3K ﹤0.01%
269
2286
$3K ﹤0.01%
180
-55
2287
$3K ﹤0.01%
+14
2288
$3K ﹤0.01%
115
2289
$3K ﹤0.01%
150
2290
$3K ﹤0.01%
+129
2291
$3K ﹤0.01%
+240
2292
$3K ﹤0.01%
103
-500
2293
$3K ﹤0.01%
+1,667
2294
$3K ﹤0.01%
+361
2295
$3K ﹤0.01%
+199
2296
$3K ﹤0.01%
145
2297
$3K ﹤0.01%
+100
2298
$3K ﹤0.01%
+52
2299
$3K ﹤0.01%
3,300
2300
$2K ﹤0.01%
+38