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
1226
$2K ﹤0.01%
+366
1227
$2K ﹤0.01%
+216
1228
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+116
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40
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1231
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150
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+13
1234
$1K ﹤0.01%
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$1K ﹤0.01%
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1236
$1K ﹤0.01%
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$1K ﹤0.01%
50
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+17
1239
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1240
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+20
1241
$1K ﹤0.01%
12
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1243
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25
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1244
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17
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116
1246
$1K ﹤0.01%
+7
1247
$1K ﹤0.01%
+28
1248
$1K ﹤0.01%
31
-69
1249
$1K ﹤0.01%
+33
1250
$1K ﹤0.01%
517
-12,865
48 49
50
51 52