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
626
$675K ﹤0.01%
16,162
-78
627
$673K ﹤0.01%
20,096
+944
628
$673K ﹤0.01%
13,426
+252
629
$670K ﹤0.01%
5,781
-670
630
$669K ﹤0.01%
6,069
+5,317
631
$661K ﹤0.01%
22,935
-15,964
632
$659K ﹤0.01%
6,023
-1,049
633
$658K ﹤0.01%
61,864
+54,596
634
$655K ﹤0.01%
25,811
-1,807
635
$655K ﹤0.01%
15,589
-197
636
$650K ﹤0.01%
54,034
-30,051
637
$649K ﹤0.01%
8,206
+36
638
$647K ﹤0.01%
2,505
+1,392
639
$634K ﹤0.01%
16,096
-5,377
640
$630K ﹤0.01%
12,882
+2,112
641
$628K ﹤0.01%
36,046
+3,822
642
$623K ﹤0.01%
44,131
+8,603
643
$623K ﹤0.01%
10,628
+2,344
644
$622K ﹤0.01%
28,694
-11,969
645
$620K ﹤0.01%
27,475
+13,747
646
$619K ﹤0.01%
36,008
-258
647
$617K ﹤0.01%
2,863
-136
648
$616K ﹤0.01%
10,320
+658
649
$616K ﹤0.01%
27,800
+3,259
650
$611K ﹤0.01%
6,634
24 25
26
27 28