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
651
$43K ﹤0.01%
1,445
652
$42K ﹤0.01%
+1,187
653
$42K ﹤0.01%
+2,398
654
$41K ﹤0.01%
1,772
-356
655
$41K ﹤0.01%
207
656
$41K ﹤0.01%
430
+230
657
$41K ﹤0.01%
884
+193
658
$41K ﹤0.01%
718
-410
659
$41K ﹤0.01%
466
-1,005
660
$41K ﹤0.01%
1,165
+1,000
661
$41K ﹤0.01%
988
-575
662
$40K ﹤0.01%
+455
663
$40K ﹤0.01%
3,057
-569
664
$40K ﹤0.01%
887
665
$39K ﹤0.01%
+600
666
$39K ﹤0.01%
259
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667
$39K ﹤0.01%
803
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668
$39K ﹤0.01%
647
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669
$39K ﹤0.01%
850
+280
670
$39K ﹤0.01%
656
+512
671
$39K ﹤0.01%
1,085
+931
672
$39K ﹤0.01%
+500
673
$38K ﹤0.01%
327
+77
674
$38K ﹤0.01%
1,702
+384
675
$37K ﹤0.01%
+146
25 26
27
28 29