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
801
$22K ﹤0.01%
137
+100
802
$22K ﹤0.01%
+751
803
$22K ﹤0.01%
692
+535
804
$22K ﹤0.01%
+1,913
805
$22K ﹤0.01%
200
806
$21K ﹤0.01%
686
+440
807
$21K ﹤0.01%
+1,335
808
$21K ﹤0.01%
1,096
-41
809
$21K ﹤0.01%
752
810
$21K ﹤0.01%
1,457
+495
811
$21K ﹤0.01%
577
-1,836
812
$21K ﹤0.01%
+3,298
813
$21K ﹤0.01%
242
+4
814
$20K ﹤0.01%
263
+3
815
$20K ﹤0.01%
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816
$20K ﹤0.01%
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817
$20K ﹤0.01%
816
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818
$20K ﹤0.01%
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819
$20K ﹤0.01%
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820
$20K ﹤0.01%
487
+441
821
$19K ﹤0.01%
511
822
$19K ﹤0.01%
+210
823
$19K ﹤0.01%
255
-367
824
$19K ﹤0.01%
1,494
825
$19K ﹤0.01%
1,136
+501
31 32
33
34 35