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
676
$563K ﹤0.01%
5,642
+1,452
677
$563K ﹤0.01%
15,378
-2,887
678
$562K ﹤0.01%
7,492
-332
679
$562K ﹤0.01%
14,404
-10,465
680
$560K ﹤0.01%
55,445
+33,679
681
$556K ﹤0.01%
13,953
-511
682
$556K ﹤0.01%
17,903
+2,184
683
$552K ﹤0.01%
41,210
-3,135
684
$552K ﹤0.01%
11,401
+1,673
685
$551K ﹤0.01%
7,837
+244
686
$551K ﹤0.01%
19,997
+1,227
687
$550K ﹤0.01%
10,486
+22
688
$548K ﹤0.01%
3,536
+1,439
689
$546K ﹤0.01%
26,291
+13,896
690
$545K ﹤0.01%
+42,282
691
$544K ﹤0.01%
1,981
-164
692
$544K ﹤0.01%
19,320
-1,800
693
$544K ﹤0.01%
31,940
+18,085
694
$541K ﹤0.01%
13,276
+834
695
$539K ﹤0.01%
64,154
+23,430
696
$539K ﹤0.01%
23,990
-5,273
697
$536K ﹤0.01%
4,804
+1,562
698
$536K ﹤0.01%
9,433
-886
699
$532K ﹤0.01%
25,129
-409
700
$532K ﹤0.01%
9,550
-1,250
26 27
28
29 30