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
426
$172K 0.01%
+10,000
427
$171K 0.01%
912
+45
428
$170K 0.01%
11,766
+3,200
429
$167K 0.01%
4,795
+4,739
430
$166K 0.01%
5,986
+1,836
431
$166K 0.01%
11,660
+780
432
$165K 0.01%
12,145
+776
433
$164K 0.01%
5,290
434
$162K 0.01%
2,754
+1,366
435
$162K 0.01%
1,662
-1,970
436
$161K 0.01%
2,332
-17
437
$161K 0.01%
667
+215
438
$160K 0.01%
1,924
+164
439
$159K 0.01%
2,555
-212
440
$159K 0.01%
11,873
+2,128
441
$158K 0.01%
2,829
+1,549
442
$158K 0.01%
3,078
+2,412
443
$157K 0.01%
6,432
+2,931
444
$156K 0.01%
11,345
445
$156K 0.01%
3,159
+87
446
$152K 0.01%
4,088
447
$151K 0.01%
2,019
+1,942
448
$148K 0.01%
5,891
+2,509
449
$146K 0.01%
3,325
-566
450
$146K 0.01%
2,789
-391
16 17
18
19 20