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
726
$461K ﹤0.01%
3,244
-6,567
727
$458K ﹤0.01%
9,517
-3,931
728
$457K ﹤0.01%
61,947
-28,168
729
$456K ﹤0.01%
48,351
+11,993
730
$455K ﹤0.01%
15,690
+14,661
731
$455K ﹤0.01%
13,827
-5,652
732
$454K ﹤0.01%
19,535
+6,258
733
$450K ﹤0.01%
11,614
-3,710
734
$447K ﹤0.01%
2,734
-227
735
$445K ﹤0.01%
5,867
+362
736
$441K ﹤0.01%
5,075
+135
737
$441K ﹤0.01%
2,137
+779
738
$440K ﹤0.01%
8,129
+6,254
739
$440K ﹤0.01%
31,570
-690
740
$440K ﹤0.01%
13,070
-48
741
$430K ﹤0.01%
4,761
+2,184
742
$429K ﹤0.01%
3,420
-510
743
$428K ﹤0.01%
10,740
+1,629
744
$428K ﹤0.01%
9,978
+507
745
$427K ﹤0.01%
18,429
-111,074
746
$427K ﹤0.01%
7,279
-21,199
747
$427K ﹤0.01%
10,000
748
$423K ﹤0.01%
3,951
+302
749
$420K ﹤0.01%
10,841
+42
750
$419K ﹤0.01%
1,139
+65
28 29
30
31 32