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
926
$10K ﹤0.01%
+100
927
$10K ﹤0.01%
+666
928
$10K ﹤0.01%
758
929
$10K ﹤0.01%
+500
930
$10K ﹤0.01%
480
931
$10K ﹤0.01%
+600
932
$10K ﹤0.01%
370
-269
933
$9K ﹤0.01%
+510
934
$9K ﹤0.01%
260
-456
935
$9K ﹤0.01%
+309
936
$9K ﹤0.01%
241
+160
937
$9K ﹤0.01%
+283
938
$9K ﹤0.01%
63
939
$9K ﹤0.01%
+60
940
$9K ﹤0.01%
1,854
941
$9K ﹤0.01%
1,317
+800
942
$9K ﹤0.01%
376
-500
943
$9K ﹤0.01%
+1,000
944
$8K ﹤0.01%
161
945
$8K ﹤0.01%
140
946
$8K ﹤0.01%
164
947
$8K ﹤0.01%
668
948
$8K ﹤0.01%
377
-434
949
$8K ﹤0.01%
530
-770
950
$8K ﹤0.01%
236
+24
36 37
38
39 40