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
701
$32K ﹤0.01%
+620
702
$31K ﹤0.01%
504
+304
703
$31K ﹤0.01%
586
-896
704
$31K ﹤0.01%
955
705
$31K ﹤0.01%
550
706
$31K ﹤0.01%
+3,800
707
$30K ﹤0.01%
228
+50
708
$30K ﹤0.01%
2,739
+41
709
$30K ﹤0.01%
647
+596
710
$30K ﹤0.01%
1,756
+197
711
$30K ﹤0.01%
2,130
+470
712
$30K ﹤0.01%
1,775
713
$30K ﹤0.01%
1,493
+89
714
$30K ﹤0.01%
648
+171
715
$30K ﹤0.01%
441
716
$30K ﹤0.01%
247
+28
717
$30K ﹤0.01%
159
+17
718
$30K ﹤0.01%
+1,764
719
$29K ﹤0.01%
962
-733
720
$29K ﹤0.01%
475
+320
721
$29K ﹤0.01%
1,457
-266
722
$29K ﹤0.01%
+1,850
723
$29K ﹤0.01%
270
+176
724
$29K ﹤0.01%
758
+205
725
$29K ﹤0.01%
1,500
-150
27 28
29
30 31