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
701
$32K ﹤0.01%
1,560
+560
702
$32K ﹤0.01%
+620
703
$31K ﹤0.01%
504
+304
704
$31K ﹤0.01%
586
-896
705
$31K ﹤0.01%
955
706
$31K ﹤0.01%
550
707
$31K ﹤0.01%
+3,800
708
$30K ﹤0.01%
228
+50
709
$30K ﹤0.01%
2,739
+41
710
$30K ﹤0.01%
647
+596
711
$30K ﹤0.01%
1,756
+197
712
$30K ﹤0.01%
2,130
+470
713
$30K ﹤0.01%
1,775
714
$30K ﹤0.01%
1,493
+89
715
$30K ﹤0.01%
648
+171
716
$30K ﹤0.01%
441
717
$30K ﹤0.01%
247
+28
718
$30K ﹤0.01%
159
+17
719
$30K ﹤0.01%
+1,764
720
$29K ﹤0.01%
962
-733
721
$29K ﹤0.01%
475
+320
722
$29K ﹤0.01%
1,457
-266
723
$29K ﹤0.01%
+1,850
724
$29K ﹤0.01%
270
+176
725
$29K ﹤0.01%
758
+205
27 28
29
30 31