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
576
$847K ﹤0.01%
27,000
+1,909
577
$847K ﹤0.01%
56,227
-6,610
578
$845K ﹤0.01%
64,910
+32,454
579
$843K ﹤0.01%
4,467
-27
580
$842K ﹤0.01%
22,534
-199
581
$842K ﹤0.01%
23,989
+6,408
582
$839K ﹤0.01%
4,307
+511
583
$837K ﹤0.01%
22,411
-324
584
$835K ﹤0.01%
25,217
+19,450
585
$835K ﹤0.01%
29,014
+13,773
586
$833K ﹤0.01%
18,836
+16,616
587
$829K ﹤0.01%
27,597
-10,035
588
$820K ﹤0.01%
2,254
+1,802
589
$811K ﹤0.01%
49,417
+13,037
590
$810K ﹤0.01%
17,280
+4,098
591
$806K ﹤0.01%
12,417
+226
592
$806K ﹤0.01%
129,093
+62,913
593
$802K ﹤0.01%
+109,719
594
$797K ﹤0.01%
23,334
-1,718
595
$796K ﹤0.01%
30,342
+1,623
596
$779K ﹤0.01%
3,090
+673
597
$778K ﹤0.01%
20,543
-65,272
598
$769K ﹤0.01%
21,867
+537
599
$768K ﹤0.01%
42,733
+2,610
600
$764K ﹤0.01%
12,728
+9,669
22 23
24
25 26