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
$32.4B
AUM Growth
+$6.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Buys

1
+$525M
2
+$477M
3
+$191M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$181M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$161M

Top Sells

1
+$180M
2
+$58.6M
3
+$53.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$50M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$33.5M

Sector Composition

1 Technology 2.83%
2 Financials 1.44%
3 Healthcare 1.37%
4 Consumer Discretionary 1.35%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-590
2502
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-22
2503
$0 ﹤0.01%
22
-55
2504
– –
-1,191
2505
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-40
2506
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-142
2507
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-80
2508
$0 ﹤0.01%
4
2509
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-651
2510
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-106
2511
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28
2512
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-6
2513
– –
-400
2514
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-94
2515
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-81
2516
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-33
2517
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-5,255
2518
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-1,984
2519
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2520
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2521
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2522
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-38
2523
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-150
2524
– –
-30
2525
$0 ﹤0.01%
23
-1,192
99 100
101
102 103