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
1101
$136K ﹤0.01%
7,043
-310
1102
$136K ﹤0.01%
15,195
+2,959
1103
$136K ﹤0.01%
5,226
+15
1104
$136K ﹤0.01%
1,366
-7
1105
$135K ﹤0.01%
4,604
+394
1106
$135K ﹤0.01%
29,281
+16,083
1107
$135K ﹤0.01%
13,277
+2,902
1108
$135K ﹤0.01%
1,936
-240
1109
$135K ﹤0.01%
3,545
-314
1110
$135K ﹤0.01%
3,115
-545
1111
$134K ﹤0.01%
8,427
-5,239
1112
$133K ﹤0.01%
1,305
+38
1113
$133K ﹤0.01%
675
-32
1114
$132K ﹤0.01%
3,062
+715
1115
$132K ﹤0.01%
40,325
+36,078
1116
$131K ﹤0.01%
4,200
1117
$130K ﹤0.01%
3,442
-21
1118
$130K ﹤0.01%
2,769
-1,478
1119
$130K ﹤0.01%
15,779
+1,248
1120
$130K ﹤0.01%
9,218
1121
$130K ﹤0.01%
5,810
+1,015
1122
$130K ﹤0.01%
3,017
1123
$129K ﹤0.01%
832
+46
1124
$128K ﹤0.01%
13,275
-2,627
1125
$128K ﹤0.01%
1,751
-1,107
43 44
45
46 47