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
651
$608K ﹤0.01%
51,190
+7,575
652
$607K ﹤0.01%
18,153
653
$607K ﹤0.01%
12,949
-40,092
654
$607K ﹤0.01%
5,865
-236
655
$602K ﹤0.01%
4,042
-398
656
$601K ﹤0.01%
16,354
+2,737
657
$600K ﹤0.01%
32,782
+12,025
658
$598K ﹤0.01%
9,209
-177
659
$596K ﹤0.01%
22,267
-435
660
$596K ﹤0.01%
8,785
-2,499
661
$592K ﹤0.01%
7,213
+2,789
662
$592K ﹤0.01%
4,247
-483
663
$587K ﹤0.01%
42,290
-4,031
664
$586K ﹤0.01%
9,382
+187
665
$586K ﹤0.01%
49,192
-10,059
666
$585K ﹤0.01%
94,416
+44,739
667
$582K ﹤0.01%
5,705
-78,367
668
$582K ﹤0.01%
10,646
-643
669
$578K ﹤0.01%
5,764
+2,506
670
$572K ﹤0.01%
44,054
+5,954
671
$571K ﹤0.01%
7,384
+420
672
$571K ﹤0.01%
6,513
-218
673
$565K ﹤0.01%
10,184
+5,224
674
$565K ﹤0.01%
7,120
-1,637
675
$564K ﹤0.01%
2,406
-1,286
25 26
27
28 29