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
2451
$1K ﹤0.01%
100
2452
$1K ﹤0.01%
500
2453
$1K ﹤0.01%
17
2454
$1K ﹤0.01%
300
2455
$1K ﹤0.01%
+11
2456
$1K ﹤0.01%
70
2457
$1K ﹤0.01%
+17
2458
$1K ﹤0.01%
33
2459
$1K ﹤0.01%
+29
2460
$1K ﹤0.01%
+14
2461
$1K ﹤0.01%
+65
2462
$1K ﹤0.01%
+24
2463
$1K ﹤0.01%
+10
2464
$1K ﹤0.01%
80
2465
$1K ﹤0.01%
117
2466
$1K ﹤0.01%
+58
2467
$1K ﹤0.01%
+108
2468
$1K ﹤0.01%
43
2469
$1K ﹤0.01%
76
-304
2470
$1K ﹤0.01%
+49
2471
$1K ﹤0.01%
58
-1,442
2472
$1K ﹤0.01%
73
2473
$1K ﹤0.01%
218
2474
$1K ﹤0.01%
19
2475
$1K ﹤0.01%
49
-100
97 98
99
100 101