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
826
$19K ﹤0.01%
+293
827
$19K ﹤0.01%
1,003
828
$19K ﹤0.01%
1,357
829
$19K ﹤0.01%
500
-5,754
830
$19K ﹤0.01%
310
831
$19K ﹤0.01%
+247
832
$19K ﹤0.01%
1,248
+277
833
$19K ﹤0.01%
1,000
834
$18K ﹤0.01%
208
835
$18K ﹤0.01%
400
+249
836
$18K ﹤0.01%
43
837
$18K ﹤0.01%
+739
838
$18K ﹤0.01%
541
+85
839
$18K ﹤0.01%
735
+123
840
$18K ﹤0.01%
+1,000
841
$18K ﹤0.01%
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842
$18K ﹤0.01%
+690
843
$18K ﹤0.01%
705
844
$18K ﹤0.01%
+143
845
$18K ﹤0.01%
917
+85
846
$18K ﹤0.01%
+800
847
$17K ﹤0.01%
126
-119
848
$17K ﹤0.01%
968
+201
849
$17K ﹤0.01%
1,202
+168
850
$17K ﹤0.01%
560
+213
32 33
34
35 36