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
751
$26K ﹤0.01%
1,092
-1,018
752
$26K ﹤0.01%
2,089
+65
753
$26K ﹤0.01%
2,610
754
$26K ﹤0.01%
711
755
$26K ﹤0.01%
+500
756
$26K ﹤0.01%
750
-186
757
$26K ﹤0.01%
375
+52
758
$26K ﹤0.01%
717
+285
759
$26K ﹤0.01%
+940
760
$25K ﹤0.01%
537
+323
761
$25K ﹤0.01%
3,987
762
$25K ﹤0.01%
830
+137
763
$25K ﹤0.01%
1,086
+616
764
$25K ﹤0.01%
336
+255
765
$25K ﹤0.01%
826
+612
766
$25K ﹤0.01%
2,178
+22
767
$25K ﹤0.01%
+1,300
768
$25K ﹤0.01%
606
+521
769
$25K ﹤0.01%
578
+354
770
$25K ﹤0.01%
+1,000
771
$24K ﹤0.01%
696
+494
772
$24K ﹤0.01%
+498
773
$24K ﹤0.01%
+2,450
774
$24K ﹤0.01%
+432
775
$24K ﹤0.01%
+500
29 30
31
32 33