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
976
$198K ﹤0.01%
5,146
+1,012
977
$196K ﹤0.01%
7,155
-1,635
978
$196K ﹤0.01%
3,300
+929
979
$196K ﹤0.01%
23,217
-3,398
980
$196K ﹤0.01%
1,603
-454
981
$195K ﹤0.01%
8,706
-703
982
$194K ﹤0.01%
16,439
983
$193K ﹤0.01%
8,171
-799
984
$193K ﹤0.01%
1,719
-62
985
$192K ﹤0.01%
1,137
-31
986
$192K ﹤0.01%
3,876
-4,482
987
$192K ﹤0.01%
16,565
-17,415
988
$190K ﹤0.01%
3,218
+2,150
989
$190K ﹤0.01%
9,515
+6,702
990
$190K ﹤0.01%
34,812
+21,322
991
$189K ﹤0.01%
8,321
+3,057
992
$189K ﹤0.01%
5,197
-5,652
993
$189K ﹤0.01%
2,601
-1,006
994
$188K ﹤0.01%
2,511
-322
995
$187K ﹤0.01%
5,296
+3,194
996
$187K ﹤0.01%
5,738
+1,133
997
$185K ﹤0.01%
3,103
+469
998
$183K ﹤0.01%
3,885
-1,516
999
$183K ﹤0.01%
2,659
+1,667
1000
$183K ﹤0.01%
17,677
+2,549
38 39
40
41 42