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
51
$11.2M 0.39%
96,089
+11,547
52
$11.1M 0.39%
157,643
+10,809
53
$11M 0.38%
277,244
+28,912
54
$11M 0.38%
286,568
+60,471
55
$10.7M 0.37%
401,260
+65,904
56
$10.7M 0.37%
90,434
-589
57
$10.6M 0.37%
88,630
-7,502
58
$10.3M 0.36%
221,797
+20,115
59
$10.1M 0.35%
238,078
+18,572
60
$9.89M 0.35%
283,943
-66,744
61
$9.67M 0.34%
80,379
+19,784
62
$9.66M 0.34%
210,214
+15,169
63
$9.63M 0.34%
114,930
+18,787
64
$9.59M 0.34%
101,178
+18,893
65
$9.4M 0.33%
84,956
+12,573
66
$9.09M 0.32%
190,499
+126,639
67
$8.97M 0.31%
37,884
+17,913
68
$8.84M 0.31%
483,917
+30,676
69
$8.73M 0.31%
+167,497
70
$8.64M 0.3%
169,190
+162,789
71
$8.58M 0.3%
34,404
-59,282
72
$8.58M 0.3%
221,414
+34,270
73
$8.38M 0.29%
332,918
+17,456
74
$8.19M 0.29%
74,918
+10,751
75
$8M 0.28%
47,053
+11,511
1 2
3
4 5