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
2301
– –
0
2302
$2K ﹤0.01%
315
2303
$2K ﹤0.01%
+25
2304
$2K ﹤0.01%
+153
2305
$2K ﹤0.01%
289
2306
$2K ﹤0.01%
+38
2307
$2K ﹤0.01%
+125
2308
$2K ﹤0.01%
207
+23
2309
$2K ﹤0.01%
150
-329
2310
$2K ﹤0.01%
571
2311
$2K ﹤0.01%
128
-2
2312
$2K ﹤0.01%
+33
2313
$2K ﹤0.01%
321
-8,080
2314
$2K ﹤0.01%
+150
2315
$2K ﹤0.01%
+53
2316
$2K ﹤0.01%
+63
2317
$2K ﹤0.01%
42
2318
$2K ﹤0.01%
+47
2319
$2K ﹤0.01%
+62
2320
$2K ﹤0.01%
+87
2321
$2K ﹤0.01%
146
2322
$2K ﹤0.01%
267
2323
$2K ﹤0.01%
26
+11
2324
$2K ﹤0.01%
+30
2325
$2K ﹤0.01%
1,000
91 92
93
94 95