Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$24.9M
2
+$20.2M
3
+$18.5M
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
+$15.2M
2
+$10.1M
3
+$7.27M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Sector Composition

1 Healthcare 4.63%
2 Technology 4.1%
3 Industrials 3.49%
4 Consumer Staples 3.09%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$259K 0.01%
6,532
+238
377
$253K 0.01%
7,098
+6,722
378
$252K 0.01%
2,206
+666
379
$252K 0.01%
1,533
+127
380
$249K 0.01%
5,006
+229
381
$249K 0.01%
7,244
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382
$249K 0.01%
1,741
+236
383
$247K 0.01%
37,653
+16,988
384
$247K 0.01%
4,434
+4,120
385
$242K 0.01%
5,672
+1,280
386
$242K 0.01%
3,669
+3,313
387
$241K 0.01%
3,663
+534
388
$238K 0.01%
4,404
+109
389
$237K 0.01%
2,699
+335
390
$235K 0.01%
5,269
+381
391
$234K 0.01%
3,184
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392
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5,273
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393
$234K 0.01%
1,599
+1,424
394
$231K 0.01%
10,189
-139
395
$226K 0.01%
7,372
+7,049
396
$216K 0.01%
2,452
+1,003
397
$215K 0.01%
4,611
+151
398
$214K 0.01%
5,232
+1,307
399
$213K 0.01%
2,231
+607
400
$212K 0.01%
5,250
+5,031
14 15
16
17 18