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
1126
$3K ﹤0.01%
41,148
+7,173
1127
$3K ﹤0.01%
+80
1128
$3K ﹤0.01%
57
1129
$3K ﹤0.01%
+100
1130
$3K ﹤0.01%
+50
1131
$3K ﹤0.01%
46
1132
$3K ﹤0.01%
+123
1133
$3K ﹤0.01%
88
1134
$3K ﹤0.01%
182
1135
$3K ﹤0.01%
+75
1136
$3K ﹤0.01%
56
1137
$3K ﹤0.01%
43
1138
$3K ﹤0.01%
195
-405
1139
$3K ﹤0.01%
53
1140
$3K ﹤0.01%
+7
1141
$3K ﹤0.01%
40
1142
$3K ﹤0.01%
160
1143
$3K ﹤0.01%
39
1144
$3K ﹤0.01%
165
-1,210
1145
$3K ﹤0.01%
+3
1146
$3K ﹤0.01%
100
1147
$3K ﹤0.01%
125
1148
$3K ﹤0.01%
+166
1149
$3K ﹤0.01%
84
-500
1150
$3K ﹤0.01%
336
44 45
46
47 48