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
951
$210K ﹤0.01%
3,851
-4,251
952
$209K ﹤0.01%
+5,863
953
$209K ﹤0.01%
5,737
-379
954
$209K ﹤0.01%
16,694
+9,262
955
$208K ﹤0.01%
+5,848
956
$208K ﹤0.01%
12,099
-7,774
957
$208K ﹤0.01%
3,043
-6,211
958
$207K ﹤0.01%
1,696
+1,617
959
$207K ﹤0.01%
1,164
-227
960
$206K ﹤0.01%
3,160
+41
961
$205K ﹤0.01%
5,655
+2,193
962
$205K ﹤0.01%
5,783
+2,022
963
$205K ﹤0.01%
6,607
-751
964
$204K ﹤0.01%
3,064
-2,348
965
$204K ﹤0.01%
7,887
-2,267
966
$203K ﹤0.01%
2,670
-3,814
967
$203K ﹤0.01%
4,576
+1,797
968
$203K ﹤0.01%
1,455
-1,496
969
$202K ﹤0.01%
5,977
+133
970
$202K ﹤0.01%
4,853
+483
971
$201K ﹤0.01%
4,500
-13
972
$200K ﹤0.01%
12,522
973
$200K ﹤0.01%
4,728
+466
974
$199K ﹤0.01%
18,383
975
$198K ﹤0.01%
12,193
+10,693
37 38
39
40 41