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
1526
$0 ﹤0.01%
+220
1527
$0 ﹤0.01%
+2
1528
– –
-483
1529
– –
-409
1530
$0 ﹤0.01%
30
1531
– –
-662
1532
– –
-505
1533
– –
-503
1534
– –
-477
1535
– –
-1,432
1536
– –
-577
1537
– –
-675
1538
– –
-439
1539
– –
-109
1540
– –
-170
1541
– –
-47
1542
$0 ﹤0.01%
+25
1543
– –
-230
1544
$0 ﹤0.01%
+15
1545
$0 ﹤0.01%
+5
1546
– –
-73
1547
– –
-142
1548
$0 ﹤0.01%
+2
1549
– –
-870
1550
$0 ﹤0.01%
+25
59 60 61
62
63