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
1051
$158K ﹤0.01%
1,784
+1,693
1052
$157K ﹤0.01%
15,363
+9,047
1053
$157K ﹤0.01%
916
-317
1054
$156K ﹤0.01%
2,771
-1,066
1055
$155K ﹤0.01%
7,732
+3,637
1056
$155K ﹤0.01%
4,644
1057
$154K ﹤0.01%
12,300
+947
1058
$154K ﹤0.01%
5,570
+4,759
1059
$154K ﹤0.01%
12,935
-1,410
1060
$153K ﹤0.01%
19,275
-213
1061
$152K ﹤0.01%
5,264
+2,434
1062
$152K ﹤0.01%
5,688
+2,621
1063
$152K ﹤0.01%
3,431
+1,051
1064
$152K ﹤0.01%
9,025
+14
1065
$152K ﹤0.01%
3,562
+849
1066
$151K ﹤0.01%
8,265
+1,300
1067
$151K ﹤0.01%
7,705
-153
1068
$150K ﹤0.01%
2,148
-10,205
1069
$150K ﹤0.01%
4,894
+2,211
1070
$149K ﹤0.01%
2,819
+1,520
1071
$149K ﹤0.01%
10,371
-1,989
1072
$148K ﹤0.01%
1,277
+57
1073
$148K ﹤0.01%
4,144
+2,488
1074
$147K ﹤0.01%
12,404
+6,468
1075
$147K ﹤0.01%
1,780
+637
41 42
43
44 45