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
126
$4.16M 0.15%
39,628
+2,679
127
$4.15M 0.15%
73,230
+11,066
128
$4.06M 0.14%
181,321
+41,091
129
$3.97M 0.14%
69,130
+13,748
130
$3.94M 0.14%
35,595
+1,476
131
$3.93M 0.14%
93,732
+7,307
132
$3.83M 0.13%
69,312
-181,982
133
$3.82M 0.13%
74,662
+5,817
134
$3.82M 0.13%
33,066
+5,226
135
$3.81M 0.13%
59,225
+3,681
136
$3.79M 0.13%
29,746
+5,076
137
$3.72M 0.13%
93,286
+12,852
138
$3.69M 0.13%
87,745
+5,706
139
$3.67M 0.13%
31,409
+1,409
140
$3.65M 0.13%
168,991
-4,004
141
$3.57M 0.12%
43,923
+36,418
142
$3.54M 0.12%
42,431
+1,607
143
$3.52M 0.12%
3,035
+380
144
$3.4M 0.12%
47,953
+1,050
145
$3.31M 0.12%
10,094
+537
146
$3.2M 0.11%
46,294
+12,198
147
$3.19M 0.11%
27,233
+4,505
148
$3.18M 0.11%
71,922
+14,564
149
$3.13M 0.11%
183,482
+19,272
150
$3.11M 0.11%
6,102
+7
4 5
6
7 8