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
901
$242K ﹤0.01%
17,799
-1,017
902
$242K ﹤0.01%
8,572
-1,302
903
$242K ﹤0.01%
3,708
+1,283
904
$241K ﹤0.01%
5,832
-2,128
905
$239K ﹤0.01%
7,179
-86
906
$238K ﹤0.01%
2,727
+381
907
$238K ﹤0.01%
6,051
+2,662
908
$238K ﹤0.01%
13,453
-1,272
909
$238K ﹤0.01%
595
-16
910
$238K ﹤0.01%
+5,677
911
$235K ﹤0.01%
4,274
+2,570
912
$234K ﹤0.01%
787
-207
913
$233K ﹤0.01%
19,213
-464
914
$233K ﹤0.01%
11,690
-30,080
915
$232K ﹤0.01%
18,828
+4,778
916
$231K ﹤0.01%
2,155
+421
917
$231K ﹤0.01%
20,751
+2,766
918
$229K ﹤0.01%
5,086
+544
919
$229K ﹤0.01%
3,394
+607
920
$228K ﹤0.01%
19,738
-5,113
921
$228K ﹤0.01%
3,522
+3,083
922
$227K ﹤0.01%
10,826
+10,762
923
$227K ﹤0.01%
+2,000
924
$226K ﹤0.01%
909
+514
925
$225K ﹤0.01%
8,128
-85
35 36
37
38 39