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
2426
$1K ﹤0.01%
200
2427
$1K ﹤0.01%
9
-69
2428
$1K ﹤0.01%
9
-1,720
2429
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152
2430
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16
-1,020
2431
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110
2432
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200
2433
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439
+5
2434
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374
2435
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250
2436
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+150
2437
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133
2438
$1K ﹤0.01%
+25
2439
$1K ﹤0.01%
+5,700
2440
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207
+62
2441
$1K ﹤0.01%
100
2442
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40
-1
2443
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43
-58
2444
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+167
2445
$1K ﹤0.01%
+26
2446
$1K ﹤0.01%
65
+9
2447
$1K ﹤0.01%
60
2448
$1K ﹤0.01%
+116
2449
$1K ﹤0.01%
40
-178
2450
$1K ﹤0.01%
20
96 97
98
99 100