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
976
$7K ﹤0.01%
+250
977
$7K ﹤0.01%
+222
978
$7K ﹤0.01%
+156
979
$7K ﹤0.01%
544
-708
980
$7K ﹤0.01%
986
-966
981
$7K ﹤0.01%
125
982
$7K ﹤0.01%
119
-56
983
$7K ﹤0.01%
+1,325
984
$7K ﹤0.01%
650
985
$7K ﹤0.01%
62
986
$7K ﹤0.01%
+139
987
$7K ﹤0.01%
+328
988
$7K ﹤0.01%
660
989
$7K ﹤0.01%
+64
990
$7K ﹤0.01%
221
991
$6K ﹤0.01%
990
992
$6K ﹤0.01%
161
993
$6K ﹤0.01%
160
994
$6K ﹤0.01%
81
995
$6K ﹤0.01%
450
996
$6K ﹤0.01%
57
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997
$6K ﹤0.01%
256
-3,260
998
$6K ﹤0.01%
+51
999
$6K ﹤0.01%
1,667
1000
$6K ﹤0.01%
+96
38 39
40
41 42