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
701
$530K ﹤0.01%
12,685
+9,244
702
$526K ﹤0.01%
5,255
-9,588
703
$525K ﹤0.01%
12,170
-103
704
$524K ﹤0.01%
16,985
-31,811
705
$522K ﹤0.01%
15,715
+2,298
706
$521K ﹤0.01%
6,755
-1,167
707
$519K ﹤0.01%
15,922
-10,131
708
$517K ﹤0.01%
15,466
-2,947
709
$515K ﹤0.01%
34,893
-920
710
$514K ﹤0.01%
7,145
-842
711
$510K ﹤0.01%
18,794
-1,821
712
$504K ﹤0.01%
19,475
-1,545
713
$502K ﹤0.01%
18,797
714
$501K ﹤0.01%
45,867
-9,469
715
$501K ﹤0.01%
5,384
+1,518
716
$499K ﹤0.01%
29,730
+18,312
717
$497K ﹤0.01%
5,785
+205
718
$493K ﹤0.01%
11,565
+2,880
719
$492K ﹤0.01%
15,563
-72
720
$485K ﹤0.01%
33,584
-1,130
721
$481K ﹤0.01%
10,700
-659
722
$479K ﹤0.01%
7,952
+4,144
723
$467K ﹤0.01%
5,108
+471
724
$465K ﹤0.01%
49,852
-3,035
725
$464K ﹤0.01%
3,672
+643
27 28
29
30 31