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
626
$49K ﹤0.01%
1,220
+35
627
$49K ﹤0.01%
+3,582
628
$49K ﹤0.01%
334
+199
629
$49K ﹤0.01%
3,148
630
$48K ﹤0.01%
801
+596
631
$48K ﹤0.01%
2,477
+1,615
632
$48K ﹤0.01%
3,418
-15,116
633
$48K ﹤0.01%
293
+118
634
$47K ﹤0.01%
1,628
+256
635
$47K ﹤0.01%
3,484
+3,194
636
$47K ﹤0.01%
1,699
+8
637
$47K ﹤0.01%
+1,000
638
$47K ﹤0.01%
7,664
+6,248
639
$47K ﹤0.01%
771
-620
640
$46K ﹤0.01%
1,045
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641
$46K ﹤0.01%
984
+263
642
$45K ﹤0.01%
679
643
$45K ﹤0.01%
+3,043
644
$44K ﹤0.01%
244
645
$43K ﹤0.01%
511
+459
646
$43K ﹤0.01%
1,904
-344
647
$43K ﹤0.01%
653
-16
648
$43K ﹤0.01%
832
-311
649
$43K ﹤0.01%
+3,003
650
$43K ﹤0.01%
1,445
24 25
26
27 28