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
1001
$6K ﹤0.01%
45
1002
$6K ﹤0.01%
520
-745
1003
$6K ﹤0.01%
123
1004
$6K ﹤0.01%
500
-1,023
1005
$6K ﹤0.01%
232
1006
$6K ﹤0.01%
+183
1007
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113
1008
$6K ﹤0.01%
186
-5,390
1009
$6K ﹤0.01%
290
-200
1010
$6K ﹤0.01%
19,025
+2,676
1011
$6K ﹤0.01%
+255
1012
$6K ﹤0.01%
+180
1013
$6K ﹤0.01%
+20
1014
$6K ﹤0.01%
+60
1015
$6K ﹤0.01%
78
1016
$6K ﹤0.01%
133
1017
$6K ﹤0.01%
101
+99
1018
$6K ﹤0.01%
1,100
+100
1019
$5K ﹤0.01%
+240
1020
$5K ﹤0.01%
310
-89
1021
$5K ﹤0.01%
633
1022
$5K ﹤0.01%
131
1023
$5K ﹤0.01%
102
1024
$5K ﹤0.01%
154
+86
1025
$5K ﹤0.01%
72
39 40
41
42 43