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
1026
$172K ﹤0.01%
21,824
-963
1027
$172K ﹤0.01%
13,416
-1,330
1028
$171K ﹤0.01%
4,292
-1,602
1029
$170K ﹤0.01%
2,721
+373
1030
$170K ﹤0.01%
5,500
1031
$170K ﹤0.01%
5,776
+5,268
1032
$169K ﹤0.01%
10,324
+4,938
1033
$167K ﹤0.01%
1,333
+733
1034
$167K ﹤0.01%
2,102
1035
$167K ﹤0.01%
7,652
+5,916
1036
$166K ﹤0.01%
22,556
-6,660
1037
$165K ﹤0.01%
2,354
-674
1038
$165K ﹤0.01%
18,620
+6,848
1039
$164K ﹤0.01%
9,971
-3,618
1040
$164K ﹤0.01%
6,479
+1,252
1041
$163K ﹤0.01%
9,649
-118,498
1042
$163K ﹤0.01%
3,160
+2,184
1043
$163K ﹤0.01%
4,020
+220
1044
$162K ﹤0.01%
18,188
+334
1045
$162K ﹤0.01%
14,089
+2,521
1046
$162K ﹤0.01%
5,160
+2,867
1047
$160K ﹤0.01%
5,159
1048
$160K ﹤0.01%
2,262
+1,547
1049
$160K ﹤0.01%
13,593
1050
$159K ﹤0.01%
2,104
-148
40 41
42
43 44