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
751
$26K ﹤0.01%
2,089
+65
752
$26K ﹤0.01%
2,610
753
$26K ﹤0.01%
711
754
$26K ﹤0.01%
+500
755
$26K ﹤0.01%
750
-186
756
$26K ﹤0.01%
375
+52
757
$26K ﹤0.01%
717
+285
758
$26K ﹤0.01%
+940
759
$25K ﹤0.01%
537
+323
760
$25K ﹤0.01%
3,987
761
$25K ﹤0.01%
830
+137
762
$25K ﹤0.01%
1,086
+616
763
$25K ﹤0.01%
336
+255
764
$25K ﹤0.01%
826
+612
765
$25K ﹤0.01%
2,178
+22
766
$25K ﹤0.01%
+1,300
767
$25K ﹤0.01%
606
+521
768
$25K ﹤0.01%
578
+354
769
$25K ﹤0.01%
+1,000
770
$24K ﹤0.01%
696
+494
771
$24K ﹤0.01%
+498
772
$24K ﹤0.01%
+2,450
773
$24K ﹤0.01%
+432
774
$24K ﹤0.01%
+500
775
$24K ﹤0.01%
+225
29 30
31
32 33