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
451
$146K 0.01%
16,803
-695
452
$140K ﹤0.01%
1,110
+141
453
$139K ﹤0.01%
12,329
+272
454
$137K ﹤0.01%
15,855
+4,643
455
$136K ﹤0.01%
3,147
-80
456
$136K ﹤0.01%
10,094
-4,182
457
$134K ﹤0.01%
1,929
+42
458
$133K ﹤0.01%
3,960
-342
459
$133K ﹤0.01%
2,597
+1,385
460
$133K ﹤0.01%
6,112
-80
461
$132K ﹤0.01%
2,872
+287
462
$130K ﹤0.01%
3,020
+2,570
463
$129K ﹤0.01%
1,887
-224
464
$128K ﹤0.01%
3,375
+667
465
$126K ﹤0.01%
1,799
+501
466
$123K ﹤0.01%
9,110
+1,355
467
$122K ﹤0.01%
2,740
+59
468
$122K ﹤0.01%
1,749
-954
469
$121K ﹤0.01%
808
-32
470
$120K ﹤0.01%
2,952
+176
471
$120K ﹤0.01%
992
+281
472
$120K ﹤0.01%
6,913
+3,155
473
$118K ﹤0.01%
3,252
-427
474
$118K ﹤0.01%
3,192
-627
475
$117K ﹤0.01%
2,997
+467
17 18
19
20 21