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
201
$1.44M 0.05%
21,108
+4,675
202
$1.42M 0.05%
22,363
+4,689
203
$1.41M 0.05%
10,884
+4,607
204
$1.4M 0.05%
39,310
+30,142
205
$1.36M 0.05%
17,862
-27,090
206
$1.35M 0.05%
14,389
-1,503
207
$1.35M 0.05%
29,848
+4,418
208
$1.34M 0.05%
12,642
-262
209
$1.3M 0.05%
3,614
-8
210
$1.29M 0.05%
47,922
+5,448
211
$1.27M 0.04%
19,467
+4,442
212
$1.23M 0.04%
9,851
+591
213
$1.19M 0.04%
21,034
+900
214
$1.18M 0.04%
51
+13
215
$1.17M 0.04%
29,681
+1,246
216
$1.16M 0.04%
16,849
+2,251
217
$1.15M 0.04%
22,093
+4,851
218
$1.14M 0.04%
22,657
+1,643
219
$1.13M 0.04%
8,850
-443
220
$1.11M 0.04%
12,004
+1,645
221
$1.1M 0.04%
9,332
+4,961
222
$1.07M 0.04%
28,616
+2,766
223
$1.07M 0.04%
9,178
+942
224
$1.05M 0.04%
44,301
+9,165
225
$1.05M 0.04%
17,438
+2,907
7 8
9
10 11