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
826
$19K ﹤0.01%
250
827
$19K ﹤0.01%
1,000
828
$19K ﹤0.01%
+293
829
$19K ﹤0.01%
1,003
830
$19K ﹤0.01%
1,357
831
$19K ﹤0.01%
500
-5,754
832
$19K ﹤0.01%
310
833
$19K ﹤0.01%
+247
834
$19K ﹤0.01%
1,248
+277
835
$18K ﹤0.01%
208
836
$18K ﹤0.01%
400
+249
837
$18K ﹤0.01%
43
838
$18K ﹤0.01%
+739
839
$18K ﹤0.01%
541
+85
840
$18K ﹤0.01%
735
+123
841
$18K ﹤0.01%
+1,000
842
$18K ﹤0.01%
+500
843
$18K ﹤0.01%
+690
844
$18K ﹤0.01%
705
845
$18K ﹤0.01%
+143
846
$18K ﹤0.01%
917
+85
847
$18K ﹤0.01%
+800
848
$17K ﹤0.01%
126
-119
849
$17K ﹤0.01%
968
+201
850
$17K ﹤0.01%
1,202
+168
32 33
34
35 36