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
501
$96K ﹤0.01%
2,260
502
$96K ﹤0.01%
3,077
+2,051
503
$95K ﹤0.01%
428
+89
504
$95K ﹤0.01%
815
+75
505
$94K ﹤0.01%
2,150
506
$94K ﹤0.01%
1,064
+222
507
$94K ﹤0.01%
2,255
+719
508
$93K ﹤0.01%
1,289
509
$93K ﹤0.01%
1,239
+138
510
$93K ﹤0.01%
5,795
+672
511
$92K ﹤0.01%
1,216
+80
512
$92K ﹤0.01%
1,000
-197
513
$91K ﹤0.01%
2,455
+103
514
$90K ﹤0.01%
1,983
-135
515
$90K ﹤0.01%
3,204
+587
516
$89K ﹤0.01%
2,734
+1,836
517
$88K ﹤0.01%
1,431
-1,098
518
$88K ﹤0.01%
2,006
+321
519
$87K ﹤0.01%
1,089
+154
520
$87K ﹤0.01%
+4,000
521
$87K ﹤0.01%
5,094
-150
522
$87K ﹤0.01%
127
+112
523
$86K ﹤0.01%
986
524
$85K ﹤0.01%
2,792
+849
525
$85K ﹤0.01%
517
-16
19 20
21
22 23