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
576
$61K ﹤0.01%
5,172
+198
577
$61K ﹤0.01%
375
-813
578
$61K ﹤0.01%
234
+199
579
$61K ﹤0.01%
3,656
+3,272
580
$61K ﹤0.01%
+4,285
581
$60K ﹤0.01%
2,845
582
$59K ﹤0.01%
+1,288
583
$59K ﹤0.01%
898
+800
584
$59K ﹤0.01%
1,500
-825
585
$59K ﹤0.01%
536
-321
586
$58K ﹤0.01%
2,500
587
$58K ﹤0.01%
1,480
+80
588
$58K ﹤0.01%
2,502
+32
589
$58K ﹤0.01%
2,110
-95,781
590
$57K ﹤0.01%
+2,104
591
$57K ﹤0.01%
911
-211
592
$57K ﹤0.01%
1,627
+130
593
$57K ﹤0.01%
929
+379
594
$57K ﹤0.01%
1,272
+900
595
$56K ﹤0.01%
1,266
-129
596
$56K ﹤0.01%
802
-103
597
$56K ﹤0.01%
+2,596
598
$56K ﹤0.01%
566
+22
599
$56K ﹤0.01%
30,000
600
$55K ﹤0.01%
1,211
-299
22 23
24
25 26