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
2426
$1K ﹤0.01%
65
+9
2427
$1K ﹤0.01%
60
2428
$1K ﹤0.01%
+116
2429
$1K ﹤0.01%
40
-178
2430
$1K ﹤0.01%
20
2431
$1K ﹤0.01%
100
2432
$1K ﹤0.01%
500
2433
$1K ﹤0.01%
17
2434
$1K ﹤0.01%
300
2435
$1K ﹤0.01%
+11
2436
$1K ﹤0.01%
70
2437
$1K ﹤0.01%
+17
2438
$1K ﹤0.01%
33
2439
$1K ﹤0.01%
+29
2440
$1K ﹤0.01%
+14
2441
$1K ﹤0.01%
+65
2442
$1K ﹤0.01%
+24
2443
$1K ﹤0.01%
+10
2444
$1K ﹤0.01%
80
2445
$1K ﹤0.01%
117
2446
$1K ﹤0.01%
+58
2447
$1K ﹤0.01%
+108
2448
$1K ﹤0.01%
43
2449
$1K ﹤0.01%
76
-304
2450
$1K ﹤0.01%
+49
96 97
98
99 100