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
676
$37K ﹤0.01%
+200
677
$37K ﹤0.01%
1,487
+1,442
678
$37K ﹤0.01%
981
-241
679
$36K ﹤0.01%
1,255
680
$36K ﹤0.01%
1,208
+117
681
$36K ﹤0.01%
878
-161
682
$35K ﹤0.01%
836
+38
683
$35K ﹤0.01%
+625
684
$35K ﹤0.01%
+1,285
685
$35K ﹤0.01%
329
+99
686
$35K ﹤0.01%
618
687
$35K ﹤0.01%
557
+63
688
$34K ﹤0.01%
172
+94
689
$34K ﹤0.01%
+422
690
$34K ﹤0.01%
2,347
+104
691
$34K ﹤0.01%
+1,180
692
$34K ﹤0.01%
+54
693
$34K ﹤0.01%
1,010
+21
694
$33K ﹤0.01%
589
+449
695
$33K ﹤0.01%
2,475
696
$33K ﹤0.01%
1,326
+1,000
697
$33K ﹤0.01%
+1,500
698
$32K ﹤0.01%
2,450
+650
699
$32K ﹤0.01%
+2,060
700
$32K ﹤0.01%
1,560
+560
26 27
28
29 30