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
526
$84K ﹤0.01%
1,144
527
$84K ﹤0.01%
+1,399
528
$83K ﹤0.01%
6,041
-1,634
529
$82K ﹤0.01%
3,538
+768
530
$81K ﹤0.01%
1,256
+564
531
$81K ﹤0.01%
2,318
+1,002
532
$80K ﹤0.01%
1,860
+369
533
$80K ﹤0.01%
2,162
-214
534
$78K ﹤0.01%
1,353
-1,668
535
$78K ﹤0.01%
1,235
+251
536
$78K ﹤0.01%
2,083
+1,787
537
$77K ﹤0.01%
2,850
538
$76K ﹤0.01%
4,316
+1,511
539
$74K ﹤0.01%
2,315
-258
540
$73K ﹤0.01%
6,748
-1,368
541
$73K ﹤0.01%
+2,975
542
$73K ﹤0.01%
1,339
+65
543
$72K ﹤0.01%
1,740
-313
544
$72K ﹤0.01%
717
+400
545
$71K ﹤0.01%
6,316
-736
546
$71K ﹤0.01%
1,928
+243
547
$70K ﹤0.01%
352
+76
548
$69K ﹤0.01%
2,753
+849
549
$69K ﹤0.01%
+3,615
550
$69K ﹤0.01%
330
+13
20 21
22
23 24