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
601
$55K ﹤0.01%
1,204
-295
602
$55K ﹤0.01%
1,127
+63
603
$55K ﹤0.01%
4,070
604
$55K ﹤0.01%
+638
605
$54K ﹤0.01%
1,164
-672
606
$54K ﹤0.01%
5,430
+2,955
607
$54K ﹤0.01%
+1,088
608
$53K ﹤0.01%
1,171
-15
609
$52K ﹤0.01%
1,039
+174
610
$52K ﹤0.01%
2,175
+1,950
611
$52K ﹤0.01%
1,390
612
$52K ﹤0.01%
1,739
-306
613
$52K ﹤0.01%
+2,000
614
$52K ﹤0.01%
1,019
615
$52K ﹤0.01%
4,301
616
$51K ﹤0.01%
1,248
-1,691
617
$51K ﹤0.01%
516
+162
618
$51K ﹤0.01%
3,461
+208
619
$50K ﹤0.01%
4,549
+3,720
620
$50K ﹤0.01%
404
+105
621
$50K ﹤0.01%
1,564
+272
622
$50K ﹤0.01%
1,280
-240
623
$50K ﹤0.01%
711
+45
624
$50K ﹤0.01%
1,335
-1,440
625
$49K ﹤0.01%
5,797
23 24
25
26 27