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
1051
$4K ﹤0.01%
+235
1052
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84
1053
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31
1054
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69
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1055
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1056
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1057
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+162
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1059
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97
+49
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+31
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+67
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+70
1064
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63
1065
$4K ﹤0.01%
+280
1066
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+137
1067
$4K ﹤0.01%
56
1068
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200
1069
$4K ﹤0.01%
+8,560
1070
$4K ﹤0.01%
+112
1071
$4K ﹤0.01%
63
1072
$4K ﹤0.01%
+95
1073
$4K ﹤0.01%
48
-274
1074
$4K ﹤0.01%
+71
1075
$4K ﹤0.01%
155
41 42
43
44 45