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
1076
$4K ﹤0.01%
+104
1077
$4K ﹤0.01%
132
1078
$4K ﹤0.01%
+102
1079
$4K ﹤0.01%
+99
1080
$4K ﹤0.01%
500
+496
1081
$4K ﹤0.01%
67
-2,697
1082
$4K ﹤0.01%
51
1083
$4K ﹤0.01%
93
-270
1084
$4K ﹤0.01%
103
1085
$4K ﹤0.01%
+517
1086
$4K ﹤0.01%
42
+7
1087
$4K ﹤0.01%
33
+2
1088
$4K ﹤0.01%
+42
1089
$4K ﹤0.01%
+50
1090
$4K ﹤0.01%
+800
1091
$4K ﹤0.01%
+300
1092
$4K ﹤0.01%
476
1093
$3K ﹤0.01%
88
1094
$3K ﹤0.01%
+68
1095
$3K ﹤0.01%
+15
1096
$3K ﹤0.01%
35
1097
$3K ﹤0.01%
194
1098
$3K ﹤0.01%
80
-775
1099
$3K ﹤0.01%
56
1100
$3K ﹤0.01%
43
42 43
44
45 46