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
1226
$97K ﹤0.01%
3,155
+214
1227
$97K ﹤0.01%
10,952
-258
1228
$96K ﹤0.01%
1,442
+314
1229
$95K ﹤0.01%
2,260
-61
1230
$95K ﹤0.01%
+720
1231
$94K ﹤0.01%
7,263
+6
1232
$93K ﹤0.01%
3,335
+2,732
1233
$93K ﹤0.01%
2,935
-717
1234
$92K ﹤0.01%
4,636
-7,544
1235
$92K ﹤0.01%
2,499
-965
1236
$92K ﹤0.01%
+2,990
1237
$92K ﹤0.01%
3,359
-323
1238
$91K ﹤0.01%
19,558
+5,365
1239
$91K ﹤0.01%
1,488
-31
1240
$91K ﹤0.01%
10,827
-1,910
1241
$91K ﹤0.01%
3,867
-1,063
1242
$91K ﹤0.01%
3,219
+411
1243
$91K ﹤0.01%
3,627
+3,081
1244
$91K ﹤0.01%
5,746
1245
$91K ﹤0.01%
1,826
-643
1246
$90K ﹤0.01%
2,198
-810
1247
$90K ﹤0.01%
1,272
+36
1248
$90K ﹤0.01%
2,945
-2,130
1249
$90K ﹤0.01%
1,726
+424
1250
$90K ﹤0.01%
3,152
-53
48 49
50
51 52