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
76
$7.86M 0.27%
94,061
+13,543
77
$7.79M 0.27%
174,572
+4,810
78
$7.74M 0.27%
120,051
+5,478
79
$7.56M 0.26%
78,540
+22,033
80
$7.55M 0.26%
145,541
+6,164
81
$7.22M 0.25%
85,691
+20,755
82
$7.18M 0.25%
143,517
+6,133
83
$6.95M 0.24%
87,105
+16,624
84
$6.91M 0.24%
162,028
+37,802
85
$6.9M 0.24%
76,186
+12,939
86
$6.88M 0.24%
245,432
-46,319
87
$6.85M 0.24%
86,071
+9,113
88
$6.76M 0.24%
254,085
+10,349
89
$6.58M 0.23%
142,845
+2,744
90
$6.51M 0.23%
35,895
+3,135
91
$6.51M 0.23%
75,296
-963
92
$6.33M 0.22%
92,871
+80,395
93
$6.33M 0.22%
102,902
+20,497
94
$6.21M 0.22%
38,478
+332
95
$6M 0.21%
85,715
+7,971
96
$5.98M 0.21%
67,817
+26,705
97
$5.84M 0.2%
110,318
+9,002
98
$5.79M 0.2%
67,142
-213
99
$5.74M 0.2%
62,584
+7,642
100
$5.71M 0.2%
223,917
+5,100
2 3
4
5 6