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
776
$24K ﹤0.01%
+225
777
$24K ﹤0.01%
+544
778
$24K ﹤0.01%
1,920
+221
779
$24K ﹤0.01%
+663
780
$24K ﹤0.01%
553
-835
781
$23K ﹤0.01%
483
+32
782
$23K ﹤0.01%
+200
783
$23K ﹤0.01%
152
784
$23K ﹤0.01%
560
+203
785
$23K ﹤0.01%
995
786
$23K ﹤0.01%
+312
787
$23K ﹤0.01%
554
+164
788
$23K ﹤0.01%
192
-298
789
$23K ﹤0.01%
1,237
-2,849
790
$23K ﹤0.01%
+480
791
$23K ﹤0.01%
1,111
-3,764
792
$22K ﹤0.01%
+250
793
$22K ﹤0.01%
+514
794
$22K ﹤0.01%
632
795
$22K ﹤0.01%
460
+400
796
$22K ﹤0.01%
639
+39
797
$22K ﹤0.01%
+379
798
$22K ﹤0.01%
439
+391
799
$22K ﹤0.01%
1,036
+13
800
$22K ﹤0.01%
1,086
30 31
32
33 34