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
26
$26.2M 0.92%
238,629
+43,340
27
$25.6M 0.89%
255,510
+42,362
28
$24.1M 0.84%
263,313
+45,428
29
$22.3M 0.78%
223,257
+41,173
30
$20.4M 0.71%
269,538
+45,010
31
$19.7M 0.69%
194,932
+26,627
32
$19.6M 0.68%
174,741
-62,978
33
$18.9M 0.66%
201,139
+20,669
34
$17.6M 0.61%
194,116
+35,809
35
$17.5M 0.61%
169,213
-23,029
36
$17.1M 0.6%
451,060
+16,644
37
$16.1M 0.56%
552,372
+57,236
38
$15.7M 0.55%
338,109
+1,379
39
$14.2M 0.5%
342,608
+35,447
40
$14.1M 0.49%
165,847
+26,241
41
$14M 0.49%
210,816
+96,686
42
$13.7M 0.48%
281,248
+47,421
43
$13.5M 0.47%
282,153
+45,575
44
$13.4M 0.47%
280,119
+33,732
45
$12.9M 0.45%
215,196
+21,196
46
$12.8M 0.45%
150,874
+8,284
47
$11.6M 0.41%
84,178
+14,022
48
$11.6M 0.41%
94,339
+11,587
49
$11.5M 0.4%
123,299
+16,272
50
$11.3M 0.4%
187,710
-14,555
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2
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