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
776
$24K ﹤0.01%
+544
777
$24K ﹤0.01%
1,920
+221
778
$24K ﹤0.01%
+663
779
$24K ﹤0.01%
553
-835
780
$23K ﹤0.01%
483
+32
781
$23K ﹤0.01%
+200
782
$23K ﹤0.01%
152
783
$23K ﹤0.01%
560
+203
784
$23K ﹤0.01%
995
785
$23K ﹤0.01%
+312
786
$23K ﹤0.01%
554
+164
787
$23K ﹤0.01%
192
-298
788
$23K ﹤0.01%
1,237
-2,849
789
$23K ﹤0.01%
+480
790
$23K ﹤0.01%
1,111
-3,764
791
$22K ﹤0.01%
+514
792
$22K ﹤0.01%
632
793
$22K ﹤0.01%
460
+400
794
$22K ﹤0.01%
639
+39
795
$22K ﹤0.01%
+379
796
$22K ﹤0.01%
439
+391
797
$22K ﹤0.01%
1,036
+13
798
$22K ﹤0.01%
1,086
799
$22K ﹤0.01%
+250
800
$22K ﹤0.01%
137
+100
30 31
32
33 34