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
451
$146K 0.01%
3,326
+709
452
$146K 0.01%
16,803
-695
453
$140K ﹤0.01%
1,110
+141
454
$139K ﹤0.01%
12,329
+272
455
$137K ﹤0.01%
15,855
+4,643
456
$136K ﹤0.01%
3,147
-80
457
$136K ﹤0.01%
10,094
-4,182
458
$134K ﹤0.01%
1,929
+42
459
$133K ﹤0.01%
3,960
-342
460
$133K ﹤0.01%
2,597
+1,385
461
$133K ﹤0.01%
6,112
-80
462
$132K ﹤0.01%
2,872
+287
463
$130K ﹤0.01%
3,020
+2,570
464
$129K ﹤0.01%
1,887
-224
465
$128K ﹤0.01%
3,375
+667
466
$126K ﹤0.01%
1,799
+501
467
$123K ﹤0.01%
9,110
+1,355
468
$122K ﹤0.01%
2,740
+59
469
$122K ﹤0.01%
1,749
-954
470
$121K ﹤0.01%
808
-32
471
$120K ﹤0.01%
2,952
+176
472
$120K ﹤0.01%
992
+281
473
$120K ﹤0.01%
6,913
+3,155
474
$118K ﹤0.01%
3,252
-427
475
$118K ﹤0.01%
3,192
-627
17 18
19
20 21