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
901
$12K ﹤0.01%
526
+63
902
$12K ﹤0.01%
+505
903
$12K ﹤0.01%
311
-845
904
$12K ﹤0.01%
252
905
$12K ﹤0.01%
807
+635
906
$12K ﹤0.01%
277
-423
907
$11K ﹤0.01%
117
-495
908
$11K ﹤0.01%
209
909
$11K ﹤0.01%
+400
910
$11K ﹤0.01%
+123
911
$11K ﹤0.01%
+200
912
$11K ﹤0.01%
+606
913
$11K ﹤0.01%
696
+68
914
$11K ﹤0.01%
9
915
$11K ﹤0.01%
402
+10
916
$11K ﹤0.01%
427
-1,523
917
$11K ﹤0.01%
146
-809
918
$11K ﹤0.01%
132
+100
919
$10K ﹤0.01%
641
+12
920
$10K ﹤0.01%
+329
921
$10K ﹤0.01%
1,702
922
$10K ﹤0.01%
399
923
$10K ﹤0.01%
256
+163
924
$10K ﹤0.01%
+247
925
$10K ﹤0.01%
112
-31
35 36
37
38 39