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
301
$436K 0.02%
10,782
+7,487
302
$422K 0.01%
3,507
+546
303
$421K 0.01%
3,189
-460
304
$421K 0.01%
8,179
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305
$418K 0.01%
7,221
-261
306
$415K 0.01%
41,337
+1,438
307
$413K 0.01%
5,223
+473
308
$407K 0.01%
8,508
+1,837
309
$407K 0.01%
10,264
310
$398K 0.01%
3,272
+128
311
$394K 0.01%
3,982
+202
312
$387K 0.01%
5,244
+390
313
$387K 0.01%
11,093
+2,410
314
$386K 0.01%
4,391
+264
315
$376K 0.01%
9,337
-173
316
$374K 0.01%
7,609
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317
$374K 0.01%
28,070
+4,187
318
$372K 0.01%
18,296
-98,830
319
$371K 0.01%
+26,625
320
$371K 0.01%
4,071
+785
321
$361K 0.01%
24,775
322
$359K 0.01%
11,266
+2,004
323
$356K 0.01%
4,988
+1,819
324
$355K 0.01%
11,676
-4,360
325
$353K 0.01%
18,805
+2,139
11 12
13
14 15