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
876
$14K ﹤0.01%
+473
877
$14K ﹤0.01%
271
-167
878
$14K ﹤0.01%
871
879
$14K ﹤0.01%
144
+93
880
$13K ﹤0.01%
1,134
+244
881
$13K ﹤0.01%
8,324
882
$13K ﹤0.01%
+260
883
$13K ﹤0.01%
175
+122
884
$13K ﹤0.01%
592
-7,963
885
$13K ﹤0.01%
221
-3,583
886
$13K ﹤0.01%
+499
887
$13K ﹤0.01%
257
+166
888
$13K ﹤0.01%
231
889
$13K ﹤0.01%
+88
890
$13K ﹤0.01%
214
891
$13K ﹤0.01%
237
+188
892
$13K ﹤0.01%
+1,666
893
$12K ﹤0.01%
200
894
$12K ﹤0.01%
+267
895
$12K ﹤0.01%
200
896
$12K ﹤0.01%
125
897
$12K ﹤0.01%
174
+124
898
$12K ﹤0.01%
+340
899
$12K ﹤0.01%
381
+204
900
$12K ﹤0.01%
1,089
+150
34 35
36
37 38