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
1126
$128K ﹤0.01%
5,982
-5,011
1127
$127K ﹤0.01%
20,163
+19,279
1128
$127K ﹤0.01%
2,456
+468
1129
$127K ﹤0.01%
7,089
+6,945
1130
$127K ﹤0.01%
1,039
-76
1131
$126K ﹤0.01%
+4,062
1132
$126K ﹤0.01%
2,323
+1,214
1133
$126K ﹤0.01%
12,315
-2,374
1134
$126K ﹤0.01%
3,204
-41
1135
$126K ﹤0.01%
3,510
+14
1136
$126K ﹤0.01%
5,079
1137
$125K ﹤0.01%
1,260
+474
1138
$125K ﹤0.01%
12,853
-436
1139
$125K ﹤0.01%
2,865
1140
$124K ﹤0.01%
1,983
-200
1141
$124K ﹤0.01%
3,886
+698
1142
$124K ﹤0.01%
3,325
+739
1143
$123K ﹤0.01%
1,514
+1,308
1144
$122K ﹤0.01%
+3,900
1145
$122K ﹤0.01%
2,157
-8,708
1146
$121K ﹤0.01%
+23,553
1147
$121K ﹤0.01%
10,044
-1,258
1148
$121K ﹤0.01%
9,620
-2,157
1149
$120K ﹤0.01%
1,690
-650
1150
$120K ﹤0.01%
1,000
-3,503
44 45
46
47 48