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
2301
$2K ﹤0.01%
+125
2302
$2K ﹤0.01%
207
+23
2303
$2K ﹤0.01%
150
-329
2304
$2K ﹤0.01%
571
2305
$2K ﹤0.01%
128
-2
2306
$2K ﹤0.01%
+33
2307
$2K ﹤0.01%
321
-8,080
2308
$2K ﹤0.01%
+150
2309
$2K ﹤0.01%
+53
2310
$2K ﹤0.01%
+63
2311
$2K ﹤0.01%
42
2312
$2K ﹤0.01%
+47
2313
$2K ﹤0.01%
+62
2314
$2K ﹤0.01%
+87
2315
$2K ﹤0.01%
146
2316
$2K ﹤0.01%
267
2317
$2K ﹤0.01%
26
+11
2318
$2K ﹤0.01%
+30
2319
$2K ﹤0.01%
1,000
2320
$2K ﹤0.01%
33
2321
$2K ﹤0.01%
12
2322
$2K ﹤0.01%
400
2323
$2K ﹤0.01%
202
2324
$2K ﹤0.01%
66
-1,450
2325
$2K ﹤0.01%
86
+82
91 92
93
94 95