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
$2.86B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,572
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$19M
3
+$17.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.2M

Top Sells

1
+$14.8M
2
+$10.1M
3
+$7.06M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$6.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.72M

Sector Composition

1 Healthcare 4.63%
2 Technology 4.12%
3 Industrials 3.47%
4 Consumer Staples 3.09%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.04%
10,203
+4,135
227
$1.03M 0.04%
12,587
+8,005
228
$990K 0.03%
25,559
+387
229
$980K 0.03%
17,693
+3,238
230
$976K 0.03%
11,938
+5,715
231
$971K 0.03%
21,969
+2,259
232
$950K 0.03%
15,163
+1,267
233
$939K 0.03%
18,133
-426
234
$928K 0.03%
12,332
+275
235
$921K 0.03%
76,004
+1,785
236
$890K 0.03%
23,018
+13,971
237
$879K 0.03%
30,066
+3,243
238
$872K 0.03%
16,404
+2,096
239
$867K 0.03%
17,559
+123
240
$865K 0.03%
9,217
+333
241
$852K 0.03%
16,315
+1,861
242
$846K 0.03%
8,606
+2,223
243
$830K 0.03%
8,641
+2,154
244
$828K 0.03%
4
+1
245
$806K 0.03%
6,249
+892
246
$795K 0.03%
14,790
+2,359
247
$792K 0.03%
7,812
+555
248
$769K 0.03%
6,427
+699
249
$757K 0.03%
15,923
+1,234
250
$750K 0.03%
11,655
+988
8 9
10
11 12