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
1026
$5K ﹤0.01%
+94
1027
$5K ﹤0.01%
+159
1028
$5K ﹤0.01%
549
1029
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340
1030
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141
+41
1031
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1032
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+100
1033
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78
-11
1034
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104
+12
1035
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+63
1036
$5K ﹤0.01%
+205
1037
$5K ﹤0.01%
+2,375
1038
$5K ﹤0.01%
409
1039
$5K ﹤0.01%
+76
1040
$5K ﹤0.01%
175
-233
1041
$5K ﹤0.01%
201
1042
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30
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1043
$5K ﹤0.01%
+247
1044
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+40
1045
$5K ﹤0.01%
+68
1046
$5K ﹤0.01%
70
-112
1047
$5K ﹤0.01%
+41
1048
$5K ﹤0.01%
200
1049
$4K ﹤0.01%
216
1050
$4K ﹤0.01%
+235
40 41
42
43 44