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
151
$2.94M 0.1%
45,405
+3,529
152
$2.92M 0.1%
29,427
+5,729
153
$2.91M 0.1%
28,597
+6,409
154
$2.86M 0.1%
246,887
+240,671
155
$2.79M 0.1%
54,572
+1,677
156
$2.75M 0.1%
66,495
+10,204
157
$2.75M 0.1%
51,278
+4,886
158
$2.61M 0.09%
212,544
+8,174
159
$2.6M 0.09%
79,662
+37,415
160
$2.54M 0.09%
196,233
+41,263
161
$2.46M 0.09%
58,719
+6,219
162
$2.41M 0.08%
22,276
+1,893
163
$2.35M 0.08%
37,888
+2,242
164
$2.29M 0.08%
24,112
+1,250
165
$2.25M 0.08%
25,307
+2,357
166
$2.19M 0.08%
55,459
+5,978
167
$2.19M 0.08%
89,959
+14,752
168
$2.16M 0.08%
24,635
+1,046
169
$2.15M 0.08%
148,360
+7,340
170
$2.15M 0.08%
15,304
+4,040
171
$2.11M 0.07%
28,880
+4,180
172
$2.1M 0.07%
28,122
+1,769
173
$2.05M 0.07%
19,866
+1,883
174
$2.04M 0.07%
52,297
+11,725
175
$2.01M 0.07%
17,851
+6,628
5 6
7
8 9