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
1476
– –
-256
1477
– –
-90
1478
– –
-132
1479
– –
-634
1480
– –
-160
1481
$0 ﹤0.01%
+4
1482
– –
-429
1483
$0 ﹤0.01%
+2
1484
$0 ﹤0.01%
7
-159
1485
$0 ﹤0.01%
15
1486
– –
-1,000
1487
– –
-333
1488
– –
-77
1489
– –
-500
1490
– –
-67
1491
– –
-523
1492
– –
-1,328
1493
– –
-600
1494
– –
-750
1495
– –
-302
1496
– –
-253
1497
– –
-207
1498
– –
-400
1499
– –
-74
1500
– –
-660
58 59
60
61 62