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
801
$342K ﹤0.01%
1,257
-60
802
$341K ﹤0.01%
10,973
+3,693
803
$340K ﹤0.01%
12,605
+3,434
804
$339K ﹤0.01%
17,554
+663
805
$338K ﹤0.01%
6,571
-2,543
806
$337K ﹤0.01%
14,342
-7,616
807
$337K ﹤0.01%
4,127
-2,752
808
$336K ﹤0.01%
5,072
-885
809
$335K ﹤0.01%
2,247
+46
810
$334K ﹤0.01%
5,560
+637
811
$333K ﹤0.01%
+31,260
812
$333K ﹤0.01%
36,891
-822
813
$333K ﹤0.01%
15,114
+3,220
814
$332K ﹤0.01%
3,009
+869
815
$331K ﹤0.01%
3,490
-1,680
816
$330K ﹤0.01%
11,862
+3,504
817
$329K ﹤0.01%
17,602
-7,096
818
$329K ﹤0.01%
3,015
+120
819
$328K ﹤0.01%
914
820
$326K ﹤0.01%
16,035
+12,283
821
$323K ﹤0.01%
4,412
+2,350
822
$322K ﹤0.01%
2,256
-226
823
$322K ﹤0.01%
7,944
824
$321K ﹤0.01%
27,052
+2,319
825
$320K ﹤0.01%
11,193
+3,729
31 32
33
34 35