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
826
$320K ﹤0.01%
4,358
+1,981
827
$319K ﹤0.01%
3,288
+704
828
$318K ﹤0.01%
14,934
+4,684
829
$318K ﹤0.01%
17,264
-7,609
830
$317K ﹤0.01%
6,411
-2,037
831
$316K ﹤0.01%
2,478
-22,400
832
$315K ﹤0.01%
3,402
-4,779
833
$315K ﹤0.01%
14,763
+6,505
834
$311K ﹤0.01%
11,048
-4,455
835
$310K ﹤0.01%
4,420
-1,074
836
$310K ﹤0.01%
11,865
+1,140
837
$309K ﹤0.01%
4,215
+1,518
838
$305K ﹤0.01%
1,113
-95
839
$305K ﹤0.01%
6,364
840
$304K ﹤0.01%
6,084
-6,080
841
$303K ﹤0.01%
8,905
+176
842
$302K ﹤0.01%
8,297
-2,906
843
$302K ﹤0.01%
2,248
+531
844
$301K ﹤0.01%
5,264
+4,270
845
$301K ﹤0.01%
10,797
+2,197
846
$299K ﹤0.01%
3,782
+972
847
$299K ﹤0.01%
5,062
-3,534
848
$297K ﹤0.01%
11,916
-42
849
$295K ﹤0.01%
4,249
+744
850
$293K ﹤0.01%
1,287
+45
32 33
34
35 36