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
351
$311K 0.01%
6,902
+315
352
$309K 0.01%
9,076
-1,248
353
$306K 0.01%
12,956
+3,854
354
$306K 0.01%
23,100
355
$304K 0.01%
6,154
+146
356
$302K 0.01%
8,443
+2,772
357
$299K 0.01%
+5,472
358
$298K 0.01%
13,964
359
$295K 0.01%
9,320
+808
360
$291K 0.01%
19,014
+3,360
361
$289K 0.01%
5,330
+962
362
$289K 0.01%
7,576
+1,489
363
$281K 0.01%
3,772
+209
364
$275K 0.01%
7,979
-1,059
365
$274K 0.01%
1,085
+10
366
$274K 0.01%
2,170
+751
367
$274K 0.01%
1,534
+456
368
$270K 0.01%
62,967
+17,206
369
$270K 0.01%
22,862
-916
370
$270K 0.01%
7,256
-82
371
$270K 0.01%
10,467
+1,521
372
$269K 0.01%
5,096
-266
373
$268K 0.01%
2,338
+85
374
$265K 0.01%
3,269
+286
375
$262K 0.01%
5,018
+335
13 14
15
16 17