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
1076
$146K ﹤0.01%
12,860
+71
1077
$146K ﹤0.01%
1,466
-37
1078
$146K ﹤0.01%
3,450
1079
$144K ﹤0.01%
2,660
+137
1080
$144K ﹤0.01%
1,473
+562
1081
$144K ﹤0.01%
20,547
1082
$144K ﹤0.01%
4,205
-497
1083
$144K ﹤0.01%
697
+184
1084
$143K ﹤0.01%
4,021
-2,210
1085
$143K ﹤0.01%
6,881
1086
$142K ﹤0.01%
12,324
-241
1087
$141K ﹤0.01%
3,698
+1,258
1088
$140K ﹤0.01%
3,401
-24
1089
$139K ﹤0.01%
807
-11
1090
$139K ﹤0.01%
12,876
+497
1091
$139K ﹤0.01%
14,378
-18
1092
$139K ﹤0.01%
2,546
-518
1093
$138K ﹤0.01%
3,459
+387
1094
$138K ﹤0.01%
4,299
-5,337
1095
$138K ﹤0.01%
1,957
+223
1096
$137K ﹤0.01%
6,630
-447
1097
$137K ﹤0.01%
13,055
+3,425
1098
$137K ﹤0.01%
3,560
-77
1099
$136K ﹤0.01%
626
-18
1100
$136K ﹤0.01%
33,308
42 43
44
45 46