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
651
$42K ﹤0.01%
+1,187
652
$42K ﹤0.01%
+2,398
653
$41K ﹤0.01%
1,772
-356
654
$41K ﹤0.01%
207
655
$41K ﹤0.01%
430
+230
656
$41K ﹤0.01%
884
+193
657
$41K ﹤0.01%
718
-410
658
$41K ﹤0.01%
466
-1,005
659
$41K ﹤0.01%
1,165
+1,000
660
$41K ﹤0.01%
988
-575
661
$40K ﹤0.01%
+455
662
$40K ﹤0.01%
3,057
-569
663
$40K ﹤0.01%
887
664
$39K ﹤0.01%
259
+3
665
$39K ﹤0.01%
803
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666
$39K ﹤0.01%
647
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667
$39K ﹤0.01%
850
+280
668
$39K ﹤0.01%
656
+512
669
$39K ﹤0.01%
1,085
+931
670
$39K ﹤0.01%
+600
671
$39K ﹤0.01%
+500
672
$38K ﹤0.01%
327
+77
673
$38K ﹤0.01%
1,702
+384
674
$37K ﹤0.01%
+146
675
$37K ﹤0.01%
+1,904
25 26
27
28 29