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
401
$202K 0.01%
1,049
+386
402
$202K 0.01%
1,665
+894
403
$201K 0.01%
13,200
+11,150
404
$199K 0.01%
5,122
-162
405
$197K 0.01%
6,122
+1,058
406
$196K 0.01%
14,166
+1,111
407
$195K 0.01%
3,448
+1,884
408
$192K 0.01%
12,623
+1,263
409
$192K 0.01%
2,826
+167
410
$191K 0.01%
2,615
+319
411
$191K 0.01%
3,993
-599
412
$189K 0.01%
10,785
+1,325
413
$188K 0.01%
569
-75
414
$188K 0.01%
2,788
+166
415
$187K 0.01%
2,715
+40
416
$184K 0.01%
11,443
-1,272
417
$183K 0.01%
3,078
+207
418
$182K 0.01%
2,354
+125
419
$182K 0.01%
6,212
+70
420
$181K 0.01%
5,283
+199
421
$181K 0.01%
7,046
+750
422
$178K 0.01%
2,381
+1,582
423
$176K 0.01%
2,473
-149
424
$176K 0.01%
11,724
+798
425
$175K 0.01%
10,083
+6,426
15 16
17
18 19