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
176
$2M 0.07%
23,693
+2,427
177
$1.98M 0.07%
37,016
+6,952
178
$1.95M 0.07%
260,265
+8,657
179
$1.91M 0.07%
149,753
+1,119
180
$1.9M 0.07%
16,993
+1,366
181
$1.89M 0.07%
27,008
+1,657
182
$1.87M 0.07%
43,128
+7,767
183
$1.86M 0.06%
21,983
+1,882
184
$1.82M 0.06%
40,667
+3,773
185
$1.77M 0.06%
109,800
+13,420
186
$1.75M 0.06%
35,192
+10,664
187
$1.72M 0.06%
24,493
+1,196
188
$1.68M 0.06%
29,752
+6,780
189
$1.66M 0.06%
30,166
+2,854
190
$1.65M 0.06%
20,987
+3,851
191
$1.61M 0.06%
17,266
+2,336
192
$1.61M 0.06%
42,782
+5,466
193
$1.6M 0.06%
46,832
+1,270
194
$1.6M 0.06%
67,288
+7,748
195
$1.57M 0.05%
11,895
+2,753
196
$1.5M 0.05%
19,649
+1,911
197
$1.49M 0.05%
23,871
+1,656
198
$1.48M 0.05%
18,763
+9,402
199
$1.47M 0.05%
40,957
+5,707
200
$1.47M 0.05%
22,033
+3,318
6 7
8
9 10