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
926
$10K ﹤0.01%
+666
927
$10K ﹤0.01%
758
928
$10K ﹤0.01%
+500
929
$10K ﹤0.01%
480
930
$10K ﹤0.01%
+600
931
$10K ﹤0.01%
370
-269
932
$9K ﹤0.01%
+510
933
$9K ﹤0.01%
260
-456
934
$9K ﹤0.01%
+309
935
$9K ﹤0.01%
241
+160
936
$9K ﹤0.01%
+283
937
$9K ﹤0.01%
63
938
$9K ﹤0.01%
+60
939
$9K ﹤0.01%
1,854
940
$9K ﹤0.01%
1,317
+800
941
$9K ﹤0.01%
376
-500
942
$9K ﹤0.01%
+1,000
943
$8K ﹤0.01%
600
944
$8K ﹤0.01%
140
945
$8K ﹤0.01%
164
946
$8K ﹤0.01%
668
947
$8K ﹤0.01%
377
-434
948
$8K ﹤0.01%
530
-770
949
$8K ﹤0.01%
236
+24
950
$8K ﹤0.01%
+300
36 37
38
39 40