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
1101
$3K ﹤0.01%
+53
1102
$3K ﹤0.01%
+100
1103
$3K ﹤0.01%
121
+30
1104
$3K ﹤0.01%
+100
1105
$3K ﹤0.01%
88
1106
$3K ﹤0.01%
+68
1107
$3K ﹤0.01%
+15
1108
$3K ﹤0.01%
35
1109
$3K ﹤0.01%
194
1110
$3K ﹤0.01%
80
-775
1111
$3K ﹤0.01%
+100
1112
$3K ﹤0.01%
+121
1113
$3K ﹤0.01%
85
-105
1114
$3K ﹤0.01%
140
1115
$3K ﹤0.01%
250
1116
$3K ﹤0.01%
92
-954
1117
$3K ﹤0.01%
90
-25
1118
$3K ﹤0.01%
+155
1119
$3K ﹤0.01%
+648
1120
$3K ﹤0.01%
72
1121
$3K ﹤0.01%
50
1122
$3K ﹤0.01%
+1,159
1123
$3K ﹤0.01%
385
+192
1124
$3K ﹤0.01%
45
+17
1125
$3K ﹤0.01%
388
-1,035
43 44
45
46 47