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
1151
$120K ﹤0.01%
707
+463
1152
$119K ﹤0.01%
1,398
-1,162
1153
$117K ﹤0.01%
4,266
-161
1154
$117K ﹤0.01%
5,465
+1,098
1155
$117K ﹤0.01%
724
+107
1156
$117K ﹤0.01%
3,682
1157
$117K ﹤0.01%
3,856
-35,551
1158
$117K ﹤0.01%
1,245
-164
1159
$116K ﹤0.01%
396
-389
1160
$116K ﹤0.01%
4,780
+948
1161
$116K ﹤0.01%
4,901
-86
1162
$116K ﹤0.01%
832
-131
1163
$116K ﹤0.01%
1,150
-232
1164
$116K ﹤0.01%
819
-516
1165
$115K ﹤0.01%
7,063
+32
1166
$115K ﹤0.01%
2,386
+1,028
1167
$114K ﹤0.01%
5,926
+4,855
1168
$114K ﹤0.01%
10,173
+40
1169
$113K ﹤0.01%
698
-40
1170
$113K ﹤0.01%
22,176
-450
1171
$113K ﹤0.01%
940
+232
1172
$112K ﹤0.01%
936
-2,486
1173
$112K ﹤0.01%
6,828
-383
1174
$112K ﹤0.01%
7,797
+3,766
1175
$112K ﹤0.01%
4,000
+582
45 46
47
48 49