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
1026
$5K ﹤0.01%
72
1027
$5K ﹤0.01%
+94
1028
$5K ﹤0.01%
+159
1029
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549
1030
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340
1031
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141
+41
1032
$5K ﹤0.01%
180
1033
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+100
1034
$5K ﹤0.01%
78
-11
1035
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104
+12
1036
$5K ﹤0.01%
+63
1037
$5K ﹤0.01%
+205
1038
$5K ﹤0.01%
+2,375
1039
$5K ﹤0.01%
409
1040
$5K ﹤0.01%
+76
1041
$5K ﹤0.01%
175
-233
1042
$5K ﹤0.01%
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1043
$5K ﹤0.01%
30
-267
1044
$5K ﹤0.01%
+247
1045
$5K ﹤0.01%
+40
1046
$5K ﹤0.01%
+68
1047
$5K ﹤0.01%
70
-112
1048
$5K ﹤0.01%
+41
1049
$5K ﹤0.01%
200
1050
$4K ﹤0.01%
216
40 41
42
43 44