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
626
$49K ﹤0.01%
3,503
-90
627
$49K ﹤0.01%
1,220
+35
628
$49K ﹤0.01%
+3,582
629
$49K ﹤0.01%
334
+199
630
$49K ﹤0.01%
3,148
631
$48K ﹤0.01%
801
+596
632
$48K ﹤0.01%
2,477
+1,615
633
$48K ﹤0.01%
3,418
-15,116
634
$48K ﹤0.01%
293
+118
635
$47K ﹤0.01%
1,628
+256
636
$47K ﹤0.01%
3,484
+3,194
637
$47K ﹤0.01%
1,699
+8
638
$47K ﹤0.01%
+1,000
639
$47K ﹤0.01%
7,664
+6,248
640
$47K ﹤0.01%
771
-620
641
$46K ﹤0.01%
1,045
+948
642
$46K ﹤0.01%
984
+263
643
$45K ﹤0.01%
679
644
$45K ﹤0.01%
+3,043
645
$44K ﹤0.01%
244
646
$43K ﹤0.01%
511
+459
647
$43K ﹤0.01%
1,904
-344
648
$43K ﹤0.01%
653
-16
649
$43K ﹤0.01%
832
-311
650
$43K ﹤0.01%
+3,003
24 25
26
27 28