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
1201
$102K ﹤0.01%
439
-30
1202
$102K ﹤0.01%
635
+633
1203
$102K ﹤0.01%
2,182
-365
1204
$101K ﹤0.01%
2,437
-771
1205
$101K ﹤0.01%
427
-10
1206
$101K ﹤0.01%
7,124
-1,000
1207
$100K ﹤0.01%
2,421
+1,395
1208
$100K ﹤0.01%
2,080
-158
1209
$100K ﹤0.01%
1,729
-643
1210
$99K ﹤0.01%
697
+509
1211
$99K ﹤0.01%
1,557
+764
1212
$99K ﹤0.01%
12,900
1213
$99K ﹤0.01%
2,104
+76
1214
$99K ﹤0.01%
1,800
1215
$99K ﹤0.01%
6,483
+769
1216
$98K ﹤0.01%
4,000
1217
$98K ﹤0.01%
2,343
+955
1218
$98K ﹤0.01%
2,558
+580
1219
$98K ﹤0.01%
13,266
1220
$98K ﹤0.01%
2,804
+430
1221
$97K ﹤0.01%
3,320
+575
1222
$97K ﹤0.01%
7,331
+3,000
1223
$97K ﹤0.01%
5,345
+2,520
1224
$97K ﹤0.01%
4,505
-608
1225
$97K ﹤0.01%
2,864
-3,125
47 48
49
50 51