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
926
$225K ﹤0.01%
15,574
-5,411
927
$225K ﹤0.01%
4,475
-10,448
928
$224K ﹤0.01%
3,783
+332
929
$224K ﹤0.01%
3,959
-17,046
930
$223K ﹤0.01%
415
-292
931
$220K ﹤0.01%
49,992
-1,461
932
$219K ﹤0.01%
9,214
-210
933
$219K ﹤0.01%
6,938
-1,553
934
$219K ﹤0.01%
21,848
-1,112
935
$219K ﹤0.01%
8,173
-1,143
936
$218K ﹤0.01%
4,544
+673
937
$217K ﹤0.01%
1,620
+1,563
938
$217K ﹤0.01%
968
+858
939
$216K ﹤0.01%
4,210
+814
940
$215K ﹤0.01%
45,439
-913
941
$215K ﹤0.01%
4,501
+3,938
942
$215K ﹤0.01%
11,293
+234
943
$214K ﹤0.01%
16,192
+5,546
944
$214K ﹤0.01%
6,951
-3,086
945
$214K ﹤0.01%
1,914
946
$213K ﹤0.01%
9,870
-1,000
947
$213K ﹤0.01%
15,841
+8,017
948
$213K ﹤0.01%
7,588
+2,666
949
$212K ﹤0.01%
5,105
950
$211K ﹤0.01%
643
+43
36 37
38
39 40