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
726
$29K ﹤0.01%
670
+165
727
$29K ﹤0.01%
225
-216
728
$29K ﹤0.01%
638
+172
729
$29K ﹤0.01%
716
+5
730
$29K ﹤0.01%
514
-97
731
$28K ﹤0.01%
4,591
+130
732
$28K ﹤0.01%
1,050
+199
733
$28K ﹤0.01%
529
734
$28K ﹤0.01%
3,606
-1,260
735
$28K ﹤0.01%
277
-355
736
$28K ﹤0.01%
4,000
+3,900
737
$28K ﹤0.01%
816
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738
$27K ﹤0.01%
+400
739
$27K ﹤0.01%
3,543
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740
$27K ﹤0.01%
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741
$27K ﹤0.01%
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742
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461
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743
$27K ﹤0.01%
3,211
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744
$27K ﹤0.01%
+500
745
$27K ﹤0.01%
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746
$27K ﹤0.01%
817
+708
747
$27K ﹤0.01%
1,132
+972
748
$27K ﹤0.01%
549
-145
749
$27K ﹤0.01%
430
+429
750
$26K ﹤0.01%
1,092
-1,018
28 29
30
31 32