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
1201
$2K ﹤0.01%
121
1202
$2K ﹤0.01%
+131
1203
$2K ﹤0.01%
44
-134
1204
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78
1205
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200
1206
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+520
1207
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98
1208
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170
1209
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58
-399
1210
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58
1211
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+37
1212
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110
1213
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26
1214
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82
1215
$2K ﹤0.01%
88
1216
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81
1217
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+30
1218
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+300
1219
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26
1220
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336
+316
1221
$2K ﹤0.01%
124
1222
$2K ﹤0.01%
+25
1223
$2K ﹤0.01%
77
1224
$2K ﹤0.01%
+583
1225
$2K ﹤0.01%
+366
47 48
49
50 51