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
551
$69K ﹤0.01%
330
+13
552
$68K ﹤0.01%
1,184
-1,502
553
$68K ﹤0.01%
+4,722
554
$68K ﹤0.01%
1,601
+107
555
$68K ﹤0.01%
393
+129
556
$67K ﹤0.01%
1,854
-164
557
$67K ﹤0.01%
680
-3,476
558
$67K ﹤0.01%
11,434
+187
559
$67K ﹤0.01%
1,771
-1,063
560
$66K ﹤0.01%
+1,207
561
$66K ﹤0.01%
818
+71
562
$66K ﹤0.01%
904
+240
563
$66K ﹤0.01%
2,455
+233
564
$65K ﹤0.01%
823
+340
565
$65K ﹤0.01%
2,440
+1,046
566
$65K ﹤0.01%
548
+428
567
$65K ﹤0.01%
1,923
+1,038
568
$65K ﹤0.01%
4,750
569
$64K ﹤0.01%
+2,384
570
$64K ﹤0.01%
579
-8
571
$64K ﹤0.01%
2,267
572
$62K ﹤0.01%
657
+154
573
$62K ﹤0.01%
1,865
-83
574
$62K ﹤0.01%
2,201
-2,599
575
$61K ﹤0.01%
+558
21 22
23
24 25