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
1151
$3K ﹤0.01%
32
+29
1152
$3K ﹤0.01%
+100
1153
$3K ﹤0.01%
+155
1154
$3K ﹤0.01%
+648
1155
$3K ﹤0.01%
72
1156
$3K ﹤0.01%
50
1157
$3K ﹤0.01%
+1,159
1158
$3K ﹤0.01%
385
+192
1159
$3K ﹤0.01%
45
+17
1160
$3K ﹤0.01%
388
-1,035
1161
$3K ﹤0.01%
41,148
+7,173
1162
$3K ﹤0.01%
+80
1163
$3K ﹤0.01%
57
1164
$3K ﹤0.01%
+100
1165
$3K ﹤0.01%
+50
1166
$3K ﹤0.01%
46
1167
$3K ﹤0.01%
+123
1168
$3K ﹤0.01%
88
1169
$3K ﹤0.01%
83
-811
1170
$3K ﹤0.01%
+117
1171
$3K ﹤0.01%
+55
1172
$2K ﹤0.01%
374
+343
1173
$2K ﹤0.01%
+53
1174
$2K ﹤0.01%
+16
1175
$2K ﹤0.01%
66
45 46
47
48 49