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
251
$733K 0.03%
12,230
+5,287
252
$732K 0.03%
31,184
+1,832
253
$729K 0.03%
11,942
+636
254
$724K 0.03%
22,023
-2,719
255
$716K 0.03%
61,753
+38,975
256
$714K 0.03%
13,180
+12,534
257
$712K 0.02%
36,813
+17,243
258
$692K 0.02%
12,273
+1,523
259
$676K 0.02%
10,188
+4,240
260
$671K 0.02%
7,295
+3,382
261
$670K 0.02%
146
+46
262
$662K 0.02%
3,035
+543
263
$655K 0.02%
22,496
-144,150
264
$644K 0.02%
18,641
+8,093
265
$641K 0.02%
19,188
+3,784
266
$626K 0.02%
7,705
+1,254
267
$622K 0.02%
51,233
-3,080
268
$614K 0.02%
43,668
+360
269
$613K 0.02%
+47,889
270
$612K 0.02%
6,542
+2,047
271
$607K 0.02%
15,655
+1,767
272
$606K 0.02%
3,323
+323
273
$605K 0.02%
37,560
+9,533
274
$599K 0.02%
18,756
+7,657
275
$590K 0.02%
6,322
+5,598
9 10
11
12 13