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
2551
– –
-9
2552
– –
-10
2553
$0 ﹤0.01%
3
+2
2554
– –
-89
2555
– –
-1,075
2556
– –
-1,061
2557
– –
-29
2558
$0 ﹤0.01%
292
2559
– –
-519
2560
– –
-45
2561
– –
-7,964
2562
– –
-1,000
2563
– –
-3,413
2564
– –
-49
2565
– –
-24
2566
– –
-17
2567
– –
-23,765
2568
– –
-244
2569
– –
-2
2570
– –
-29
2571
– –
-27
2572
– –
-810
2573
$0 ﹤0.01%
3
-5
2574
– –
-25
2575
– –
-3
101 102
103
104 105