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

Top Buys

1
+$544M
2
+$504M
3
+$205M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$183M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$163M

Top Sells

1
+$180M
2
+$62.2M
3
+$56.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$50.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$34.3M

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
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2502
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2503
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2504
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2505
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2506
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2507
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2508
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2509
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2510
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2511
$0 ﹤0.01%
22
-55
2512
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2513
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-40
2514
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-142
2515
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-80
2516
$0 ﹤0.01%
4
2517
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2518
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2519
$0 ﹤0.01%
28
2520
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-6
2521
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-400
2522
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-94
2523
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2524
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2525
– –
-5,255
99 100
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102 103