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
101
$5.7M 0.2%
51,740
+6,313
102
$5.63M 0.2%
82,705
+14,595
103
$5.61M 0.2%
90,268
+72,424
104
$5.54M 0.19%
60,172
+48,347
105
$5.47M 0.19%
60,756
+11,838
106
$5.44M 0.19%
367,688
-88,906
107
$5.33M 0.19%
61,189
+57,294
108
$5.22M 0.18%
95,588
+45,301
109
$5.21M 0.18%
57,153
+1,323
110
$5.16M 0.18%
482,985
-100,548
111
$5.07M 0.18%
67,743
+8,517
112
$5.06M 0.18%
115,913
+16,415
113
$5.05M 0.18%
45,488
+2,800
114
$4.81M 0.17%
65,114
+4,803
115
$4.69M 0.16%
52,659
+5,377
116
$4.59M 0.16%
52,549
+1,275
117
$4.58M 0.16%
81,037
+8,659
118
$4.51M 0.16%
91,373
+12,760
119
$4.48M 0.16%
77,500
+12,499
120
$4.46M 0.16%
107,271
+13,472
121
$4.4M 0.15%
80,489
+12,253
122
$4.4M 0.15%
41,324
+20,725
123
$4.32M 0.15%
56,473
+3,603
124
$4.24M 0.15%
111,595
+10,389
125
$4.21M 0.15%
146,814
-243,642
3 4
5
6 7