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
851
$291K ﹤0.01%
5,355
-238
852
$290K ﹤0.01%
+83,379
853
$290K ﹤0.01%
8,696
-1,260
854
$288K ﹤0.01%
2,375
-7
855
$286K ﹤0.01%
4,046
+4,011
856
$285K ﹤0.01%
26,098
+15,443
857
$285K ﹤0.01%
9,696
+2,014
858
$284K ﹤0.01%
3,364
+3,088
859
$283K ﹤0.01%
26,534
+6,627
860
$282K ﹤0.01%
9,286
+2,898
861
$279K ﹤0.01%
27,203
+2,519
862
$278K ﹤0.01%
858
+4
863
$278K ﹤0.01%
1,816
-4
864
$276K ﹤0.01%
2,980
-180
865
$274K ﹤0.01%
5,451
+5,392
866
$273K ﹤0.01%
+13,860
867
$272K ﹤0.01%
+32,717
868
$271K ﹤0.01%
5,904
-2,228
869
$270K ﹤0.01%
5,102
-3,231
870
$269K ﹤0.01%
9,805
+6,595
871
$269K ﹤0.01%
5,828
-976
872
$269K ﹤0.01%
4,429
+109
873
$269K ﹤0.01%
11,550
+11,320
874
$268K ﹤0.01%
134,053
+15,980
875
$268K ﹤0.01%
4,103
+3,265
33 34
35
36 37