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
2351
$2K ﹤0.01%
+38
2352
$2K ﹤0.01%
56
-700
2353
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12
2354
$2K ﹤0.01%
+77
2355
$2K ﹤0.01%
139
2356
$2K ﹤0.01%
216
2357
$2K ﹤0.01%
2,000
2358
$2K ﹤0.01%
+89
2359
$2K ﹤0.01%
366
2360
$2K ﹤0.01%
+69
2361
$2K ﹤0.01%
+300
2362
$2K ﹤0.01%
311
-999
2363
$2K ﹤0.01%
+73
2364
$2K ﹤0.01%
+40
2365
– –
0
2366
$2K ﹤0.01%
315
2367
$2K ﹤0.01%
+25
2368
$2K ﹤0.01%
+153
2369
$2K ﹤0.01%
289
2370
$2K ﹤0.01%
323
-1,009
2371
$2K ﹤0.01%
+8
2372
$2K ﹤0.01%
98
-177
2373
$2K ﹤0.01%
450
2374
$2K ﹤0.01%
103
2375
$2K ﹤0.01%
243
93 94
95
96 97