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
726
$29K ﹤0.01%
1,500
-150
727
$29K ﹤0.01%
670
+165
728
$29K ﹤0.01%
225
-216
729
$29K ﹤0.01%
638
+172
730
$29K ﹤0.01%
716
+5
731
$29K ﹤0.01%
514
-97
732
$28K ﹤0.01%
1,050
+199
733
$28K ﹤0.01%
529
734
$28K ﹤0.01%
3,606
-1,260
735
$28K ﹤0.01%
4,591
+130
736
$28K ﹤0.01%
277
-355
737
$28K ﹤0.01%
4,000
+3,900
738
$28K ﹤0.01%
816
+12
739
$27K ﹤0.01%
3,543
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740
$27K ﹤0.01%
800
741
$27K ﹤0.01%
+708
742
$27K ﹤0.01%
461
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743
$27K ﹤0.01%
3,211
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744
$27K ﹤0.01%
+500
745
$27K ﹤0.01%
+1,000
746
$27K ﹤0.01%
+400
747
$27K ﹤0.01%
817
+708
748
$27K ﹤0.01%
1,132
+972
749
$27K ﹤0.01%
549
-145
750
$27K ﹤0.01%
430
+429
28 29
30
31 32