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
501
$96K ﹤0.01%
3,077
+2,051
502
$95K ﹤0.01%
428
+89
503
$95K ﹤0.01%
815
+75
504
$94K ﹤0.01%
2,150
505
$94K ﹤0.01%
1,064
+222
506
$94K ﹤0.01%
2,255
+719
507
$93K ﹤0.01%
1,289
508
$93K ﹤0.01%
1,239
+138
509
$93K ﹤0.01%
5,795
+672
510
$92K ﹤0.01%
1,216
+80
511
$92K ﹤0.01%
1,000
-197
512
$91K ﹤0.01%
2,455
+103
513
$90K ﹤0.01%
1,983
-135
514
$90K ﹤0.01%
3,204
+587
515
$89K ﹤0.01%
2,734
+1,836
516
$88K ﹤0.01%
1,431
-1,098
517
$88K ﹤0.01%
2,006
+321
518
$87K ﹤0.01%
1,089
+154
519
$87K ﹤0.01%
+4,000
520
$87K ﹤0.01%
5,094
-150
521
$87K ﹤0.01%
127
+112
522
$86K ﹤0.01%
986
523
$85K ﹤0.01%
2,792
+849
524
$85K ﹤0.01%
517
-16
525
$85K ﹤0.01%
1,234
-141
19 20
21
22 23