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
876
$14K ﹤0.01%
271
-167
877
$14K ﹤0.01%
871
878
$14K ﹤0.01%
144
+93
879
$13K ﹤0.01%
1,134
+244
880
$13K ﹤0.01%
8,324
881
$13K ﹤0.01%
+260
882
$13K ﹤0.01%
175
+122
883
$13K ﹤0.01%
592
-7,963
884
$13K ﹤0.01%
221
-3,583
885
$13K ﹤0.01%
+499
886
$13K ﹤0.01%
257
+166
887
$13K ﹤0.01%
231
888
$13K ﹤0.01%
+88
889
$13K ﹤0.01%
214
890
$13K ﹤0.01%
237
+188
891
$13K ﹤0.01%
+1,666
892
$12K ﹤0.01%
200
893
$12K ﹤0.01%
+267
894
$12K ﹤0.01%
200
895
$12K ﹤0.01%
125
896
$12K ﹤0.01%
174
+124
897
$12K ﹤0.01%
+340
898
$12K ﹤0.01%
381
+204
899
$12K ﹤0.01%
1,089
+150
900
$12K ﹤0.01%
526
+63
34 35
36
37 38