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
326
$350K 0.01%
6,464
+281
327
$350K 0.01%
10,335
+7,629
328
$348K 0.01%
4,302
+701
329
$348K 0.01%
+16,727
330
$348K 0.01%
4,427
+213
331
$348K 0.01%
24,008
+22,500
332
$340K 0.01%
7,582
+879
333
$338K 0.01%
3,075
+209
334
$336K 0.01%
5,752
+3,160
335
$335K 0.01%
4,276
+1,159
336
$335K 0.01%
3,435
+513
337
$333K 0.01%
5,420
+1,705
338
$332K 0.01%
5,124
+174
339
$331K 0.01%
5,437
+886
340
$330K 0.01%
11,138
+2,102
341
$327K 0.01%
12,586
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342
$323K 0.01%
7,901
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343
$323K 0.01%
14,541
+6,486
344
$322K 0.01%
24,620
345
$321K 0.01%
1,944
+345
346
$318K 0.01%
8,467
-1,908
347
$318K 0.01%
1,918
-173
348
$316K 0.01%
2,323
-127
349
$313K 0.01%
5,375
+766
350
$312K 0.01%
8,167
+870
12 13
14
15 16