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
1076
$4K ﹤0.01%
132
1077
$4K ﹤0.01%
+102
1078
$4K ﹤0.01%
+99
1079
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500
+496
1080
$4K ﹤0.01%
67
-2,697
1081
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51
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93
-270
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103
1084
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+517
1085
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42
+7
1086
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33
+2
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$4K ﹤0.01%
+42
1088
$4K ﹤0.01%
+50
1089
$4K ﹤0.01%
+800
1090
$4K ﹤0.01%
+300
1091
$4K ﹤0.01%
476
1092
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1093
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+55
1095
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+275
1096
$3K ﹤0.01%
+60
1097
$3K ﹤0.01%
29
1098
$3K ﹤0.01%
41
1099
$3K ﹤0.01%
120
-254
1100
$3K ﹤0.01%
81
42 43
44
45 46