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
426
$171K 0.01%
912
+45
427
$170K 0.01%
11,766
+3,200
428
$167K 0.01%
4,795
+4,739
429
$166K 0.01%
5,986
+1,836
430
$166K 0.01%
11,660
+780
431
$165K 0.01%
12,145
+776
432
$164K 0.01%
5,290
433
$162K 0.01%
2,754
+1,366
434
$162K 0.01%
1,662
-1,970
435
$161K 0.01%
2,332
-17
436
$161K 0.01%
667
+215
437
$160K 0.01%
1,924
+164
438
$159K 0.01%
2,555
-212
439
$159K 0.01%
11,873
+2,128
440
$158K 0.01%
2,829
+1,549
441
$158K 0.01%
3,078
+2,412
442
$157K 0.01%
6,432
+2,931
443
$156K 0.01%
11,345
444
$156K 0.01%
3,159
+87
445
$152K 0.01%
4,088
446
$151K 0.01%
2,019
+1,942
447
$148K 0.01%
5,891
+2,509
448
$146K 0.01%
3,325
-566
449
$146K 0.01%
2,789
-391
450
$146K 0.01%
3,326
+709
16 17
18
19 20