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
1201
$2K ﹤0.01%
70
1202
$2K ﹤0.01%
121
1203
$2K ﹤0.01%
+131
1204
$2K ﹤0.01%
44
-134
1205
$2K ﹤0.01%
78
1206
$2K ﹤0.01%
200
1207
$2K ﹤0.01%
+520
1208
$2K ﹤0.01%
98
1209
$2K ﹤0.01%
170
1210
$2K ﹤0.01%
58
-399
1211
$2K ﹤0.01%
58
1212
$2K ﹤0.01%
+37
1213
$2K ﹤0.01%
110
1214
$2K ﹤0.01%
26
1215
$2K ﹤0.01%
82
1216
$2K ﹤0.01%
88
1217
$2K ﹤0.01%
81
1218
$2K ﹤0.01%
+30
1219
$2K ﹤0.01%
+300
1220
$2K ﹤0.01%
26
1221
$2K ﹤0.01%
336
+316
1222
$2K ﹤0.01%
124
1223
$2K ﹤0.01%
+25
1224
$2K ﹤0.01%
77
1225
$2K ﹤0.01%
+583
47 48
49
50 51