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
2451
$1K ﹤0.01%
58
-1,442
2452
$1K ﹤0.01%
50
2453
$1K ﹤0.01%
10
+2
2454
$1K ﹤0.01%
226
-5,048
2455
$1K ﹤0.01%
+8
2456
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+32
2457
$1K ﹤0.01%
8
2458
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46
2459
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73
2460
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218
2461
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19
2462
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49
-100
2463
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141
-134
2464
$1K ﹤0.01%
50
2465
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52
2466
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200
2467
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439
+5
2468
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374
2469
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250
2470
$1K ﹤0.01%
+150
2471
$1K ﹤0.01%
133
2472
$1K ﹤0.01%
+25
2473
$1K ﹤0.01%
+5,700
2474
$1K ﹤0.01%
207
+62
2475
$1K ﹤0.01%
100
97 98
99
100 101