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
601
$761K ﹤0.01%
25,364
+20,526
602
$760K ﹤0.01%
1,818
+1,198
603
$759K ﹤0.01%
4,142
-330
604
$755K ﹤0.01%
7,748
+1,296
605
$750K ﹤0.01%
21,656
+4,394
606
$747K ﹤0.01%
7,596
-848
607
$743K ﹤0.01%
46,628
+325
608
$734K ﹤0.01%
+12,917
609
$729K ﹤0.01%
790
+331
610
$725K ﹤0.01%
101,793
+1,972
611
$723K ﹤0.01%
22,680
-1,688
612
$720K ﹤0.01%
6,924
+515
613
$719K ﹤0.01%
52,503
+11,635
614
$718K ﹤0.01%
8,738
+3,965
615
$709K ﹤0.01%
3,716
+2,232
616
$707K ﹤0.01%
18,012
-1,212
617
$705K ﹤0.01%
3,909
+1,131
618
$704K ﹤0.01%
5,662
+5,088
619
$701K ﹤0.01%
11,033
-768
620
$698K ﹤0.01%
45,953
+22,340
621
$692K ﹤0.01%
6,531
-1,802
622
$692K ﹤0.01%
56,107
-4,396
623
$692K ﹤0.01%
3,693
+1,929
624
$688K ﹤0.01%
10,030
-2,400
625
$676K ﹤0.01%
51,726
+24,853
23 24
25
26 27