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
901
$12K ﹤0.01%
+505
902
$12K ﹤0.01%
311
-845
903
$12K ﹤0.01%
252
904
$12K ﹤0.01%
807
+635
905
$12K ﹤0.01%
277
-423
906
$11K ﹤0.01%
117
-495
907
$11K ﹤0.01%
209
908
$11K ﹤0.01%
+400
909
$11K ﹤0.01%
+123
910
$11K ﹤0.01%
+200
911
$11K ﹤0.01%
+606
912
$11K ﹤0.01%
696
+68
913
$11K ﹤0.01%
9
914
$11K ﹤0.01%
402
+10
915
$11K ﹤0.01%
427
-1,523
916
$11K ﹤0.01%
146
-809
917
$11K ﹤0.01%
132
+100
918
$10K ﹤0.01%
641
+12
919
$10K ﹤0.01%
+329
920
$10K ﹤0.01%
1,754
921
$10K ﹤0.01%
399
922
$10K ﹤0.01%
256
+163
923
$10K ﹤0.01%
+247
924
$10K ﹤0.01%
112
-31
925
$10K ﹤0.01%
+100
35 36
37
38 39