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
2376
$2K ﹤0.01%
82
2377
$2K ﹤0.01%
237
2378
$2K ﹤0.01%
201
+100
2379
$2K ﹤0.01%
19
-32
2380
$2K ﹤0.01%
285
2381
$2K ﹤0.01%
+85
2382
$2K ﹤0.01%
33
-117
2383
$2K ﹤0.01%
18
2384
$2K ﹤0.01%
54
-8
2385
$2K ﹤0.01%
+850
2386
$2K ﹤0.01%
55
2387
$2K ﹤0.01%
+200
2388
$1K ﹤0.01%
+19
2389
$1K ﹤0.01%
20
-50
2390
$1K ﹤0.01%
500
2391
$1K ﹤0.01%
100
2392
$1K ﹤0.01%
+84
2393
$1K ﹤0.01%
+26
2394
$1K ﹤0.01%
+28
2395
$1K ﹤0.01%
15
2396
$1K ﹤0.01%
+180
2397
$1K ﹤0.01%
107
-1
2398
$1K ﹤0.01%
53
+28
2399
$1K ﹤0.01%
464
+64
2400
$1K ﹤0.01%
+174
94 95
96
97 98