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
951
$8K ﹤0.01%
+300
952
$8K ﹤0.01%
86
953
$8K ﹤0.01%
63
954
$8K ﹤0.01%
+230
955
$8K ﹤0.01%
+831
956
$8K ﹤0.01%
119
+1
957
$8K ﹤0.01%
920
958
$8K ﹤0.01%
948
-546
959
$8K ﹤0.01%
600
960
$8K ﹤0.01%
98
961
$8K ﹤0.01%
983
962
$8K ﹤0.01%
218
963
$8K ﹤0.01%
+150
964
$8K ﹤0.01%
391
965
$8K ﹤0.01%
235
966
$8K ﹤0.01%
+400
967
$8K ﹤0.01%
218
+140
968
$8K ﹤0.01%
245
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969
$7K ﹤0.01%
+560
970
$7K ﹤0.01%
+150
971
$7K ﹤0.01%
547
972
$7K ﹤0.01%
+1,000
973
$7K ﹤0.01%
+200
974
$7K ﹤0.01%
136
+50
975
$7K ﹤0.01%
+148
37 38
39
40 41