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
976
$7K ﹤0.01%
+222
977
$7K ﹤0.01%
+156
978
$7K ﹤0.01%
544
-708
979
$7K ﹤0.01%
986
-966
980
$7K ﹤0.01%
125
981
$7K ﹤0.01%
119
-56
982
$7K ﹤0.01%
+1,325
983
$7K ﹤0.01%
650
984
$7K ﹤0.01%
62
985
$7K ﹤0.01%
+139
986
$7K ﹤0.01%
+328
987
$7K ﹤0.01%
660
988
$7K ﹤0.01%
+64
989
$7K ﹤0.01%
221
990
$6K ﹤0.01%
990
991
$6K ﹤0.01%
161
992
$6K ﹤0.01%
160
993
$6K ﹤0.01%
81
994
$6K ﹤0.01%
450
995
$6K ﹤0.01%
57
-121
996
$6K ﹤0.01%
256
-3,260
997
$6K ﹤0.01%
+51
998
$6K ﹤0.01%
1,667
999
$6K ﹤0.01%
+96
1000
$6K ﹤0.01%
66
+46
38 39
40
41 42