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
851
$17K ﹤0.01%
+1,500
852
$17K ﹤0.01%
+578
853
$17K ﹤0.01%
+400
854
$17K ﹤0.01%
199
-288
855
$17K ﹤0.01%
+320
856
$16K ﹤0.01%
+800
857
$16K ﹤0.01%
190
858
$16K ﹤0.01%
+1,202
859
$16K ﹤0.01%
+418
860
$16K ﹤0.01%
1,674
861
$16K ﹤0.01%
+1,200
862
$15K ﹤0.01%
+250
863
$15K ﹤0.01%
+199
864
$15K ﹤0.01%
+309
865
$15K ﹤0.01%
226
+21
866
$15K ﹤0.01%
529
-1,275
867
$15K ﹤0.01%
745
+166
868
$15K ﹤0.01%
249
869
$15K ﹤0.01%
385
870
$14K ﹤0.01%
808
+433
871
$14K ﹤0.01%
203
+171
872
$14K ﹤0.01%
509
873
$14K ﹤0.01%
385
-59
874
$14K ﹤0.01%
574
875
$14K ﹤0.01%
+496
33 34
35
36 37