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
276
$586K 0.02%
42,821
-7,946
277
$573K 0.02%
5,307
+1,831
278
$569K 0.02%
41,135
279
$567K 0.02%
44,323
+711
280
$565K 0.02%
8,320
-818
281
$560K 0.02%
18,974
+330
282
$557K 0.02%
18,201
+2,737
283
$556K 0.02%
40,997
+8,400
284
$555K 0.02%
8,616
+1,149
285
$554K 0.02%
15,297
+7,008
286
$553K 0.02%
3,013
+468
287
$549K 0.02%
14,750
-3,711
288
$545K 0.02%
2,801
+127
289
$540K 0.02%
7,681
+1,553
290
$538K 0.02%
10,056
+363
291
$533K 0.02%
20,746
+6,321
292
$519K 0.02%
12,321
-1,294
293
$503K 0.02%
10,873
-79,965
294
$488K 0.02%
6,639
+156
295
$486K 0.02%
11,490
+1,066
296
$480K 0.02%
13,430
+2,222
297
$478K 0.02%
5,587
-760
298
$463K 0.02%
23,163
+111
299
$454K 0.02%
8,254
+879
300
$438K 0.02%
32,965
+23,955
10 11
12
13 14