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
751
$419K ﹤0.01%
38,028
-5,516
752
$419K ﹤0.01%
5,030
+332
753
$418K ﹤0.01%
14,863
+4,486
754
$417K ﹤0.01%
4,273
-5,556
755
$416K ﹤0.01%
8,680
-2,935
756
$414K ﹤0.01%
1,118
+565
757
$410K ﹤0.01%
6,605
+957
758
$410K ﹤0.01%
15,135
+4,305
759
$408K ﹤0.01%
71,355
-19,967
760
$407K ﹤0.01%
7,794
-903
761
$407K ﹤0.01%
3,792
-372
762
$405K ﹤0.01%
+18,257
763
$402K ﹤0.01%
1,280
+4
764
$396K ﹤0.01%
16,696
-3,509
765
$396K ﹤0.01%
2,172
+938
766
$395K ﹤0.01%
29,304
+219
767
$390K ﹤0.01%
4,592
-528
768
$389K ﹤0.01%
8,835
+2,529
769
$388K ﹤0.01%
3,546
+3,158
770
$387K ﹤0.01%
16,058
-4,434
771
$386K ﹤0.01%
34,209
-335
772
$384K ﹤0.01%
12,742
+12,374
773
$380K ﹤0.01%
22,189
+13,739
774
$380K ﹤0.01%
3,379
+818
775
$378K ﹤0.01%
3,748
+30
29 30
31
32 33