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
551
$68K ﹤0.01%
1,184
-1,502
552
$68K ﹤0.01%
+4,722
553
$68K ﹤0.01%
1,601
+107
554
$68K ﹤0.01%
393
+129
555
$67K ﹤0.01%
1,854
-164
556
$67K ﹤0.01%
680
-3,476
557
$67K ﹤0.01%
11,434
+187
558
$67K ﹤0.01%
1,771
-1,063
559
$66K ﹤0.01%
+1,207
560
$66K ﹤0.01%
818
+71
561
$66K ﹤0.01%
904
+240
562
$66K ﹤0.01%
2,455
+233
563
$65K ﹤0.01%
2,440
+1,046
564
$65K ﹤0.01%
548
+428
565
$65K ﹤0.01%
1,923
+1,038
566
$65K ﹤0.01%
823
+340
567
$65K ﹤0.01%
4,750
568
$64K ﹤0.01%
+2,384
569
$64K ﹤0.01%
579
-8
570
$64K ﹤0.01%
2,267
571
$62K ﹤0.01%
657
+154
572
$62K ﹤0.01%
1,865
-83
573
$62K ﹤0.01%
2,219
-2,621
574
$61K ﹤0.01%
+558
575
$61K ﹤0.01%
5,172
+198
21 22
23
24 25