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
1001
$182K ﹤0.01%
919
+285
1002
$181K ﹤0.01%
6,799
+2,736
1003
$181K ﹤0.01%
1,563
-648
1004
$180K ﹤0.01%
2,038
-446
1005
$180K ﹤0.01%
2,315
+274
1006
$180K ﹤0.01%
4,199
-768
1007
$179K ﹤0.01%
1,686
+82
1008
$178K ﹤0.01%
5,019
-3,441
1009
$178K ﹤0.01%
6,406
-46,520
1010
$178K ﹤0.01%
6,185
1011
$178K ﹤0.01%
1,605
-50
1012
$178K ﹤0.01%
6,591
+2,695
1013
$178K ﹤0.01%
+13,074
1014
$177K ﹤0.01%
11,187
+6,984
1015
$176K ﹤0.01%
7,769
1016
$176K ﹤0.01%
2,298
+1,311
1017
$176K ﹤0.01%
1,980
-576
1018
$175K ﹤0.01%
14,298
+7,305
1019
$175K ﹤0.01%
5,691
1020
$175K ﹤0.01%
3,041
1021
$174K ﹤0.01%
7,722
-2,437
1022
$174K ﹤0.01%
4,915
+2,290
1023
$173K ﹤0.01%
2,987
-77,613
1024
$173K ﹤0.01%
12,387
-1,630
1025
$172K ﹤0.01%
30,356
+7,357
39 40
41
42 43