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
476
$114K ﹤0.01%
16
+4
477
$112K ﹤0.01%
14,832
+3,256
478
$112K ﹤0.01%
10,189
+6,169
479
$111K ﹤0.01%
1,159
+72
480
$111K ﹤0.01%
4,024
+200
481
$110K ﹤0.01%
2,056
-824
482
$109K ﹤0.01%
3,114
+2,890
483
$107K ﹤0.01%
7,469
484
$107K ﹤0.01%
2,832
+368
485
$107K ﹤0.01%
745
+373
486
$106K ﹤0.01%
857
+512
487
$105K ﹤0.01%
7,191
+104
488
$104K ﹤0.01%
1,137
+53
489
$104K ﹤0.01%
1,349
-8
490
$102K ﹤0.01%
4,444
-576
491
$101K ﹤0.01%
4,281
+959
492
$101K ﹤0.01%
10,358
+9,972
493
$101K ﹤0.01%
+4,500
494
$100K ﹤0.01%
7,321
495
$99K ﹤0.01%
2,501
+102
496
$99K ﹤0.01%
4,889
+579
497
$99K ﹤0.01%
9,804
+6,055
498
$99K ﹤0.01%
1,905
+83
499
$97K ﹤0.01%
6,535
+4,650
500
$96K ﹤0.01%
2,260
18 19
20
21 22