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
676
$37K ﹤0.01%
+1,904
677
$37K ﹤0.01%
+200
678
$37K ﹤0.01%
1,487
+1,442
679
$37K ﹤0.01%
981
-241
680
$36K ﹤0.01%
1,255
681
$36K ﹤0.01%
1,208
+117
682
$36K ﹤0.01%
878
-161
683
$35K ﹤0.01%
836
+38
684
$35K ﹤0.01%
+625
685
$35K ﹤0.01%
+1,285
686
$35K ﹤0.01%
329
+99
687
$35K ﹤0.01%
618
688
$35K ﹤0.01%
557
+63
689
$34K ﹤0.01%
172
+94
690
$34K ﹤0.01%
+422
691
$34K ﹤0.01%
2,347
+104
692
$34K ﹤0.01%
+1,180
693
$34K ﹤0.01%
+54
694
$34K ﹤0.01%
1,010
+21
695
$33K ﹤0.01%
589
+449
696
$33K ﹤0.01%
2,475
697
$33K ﹤0.01%
1,326
+1,000
698
$33K ﹤0.01%
+1,500
699
$32K ﹤0.01%
2,450
+650
700
$32K ﹤0.01%
+2,060
26 27
28
29 30