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
1251
$90K ﹤0.01%
+2,887
1252
$90K ﹤0.01%
1,617
+744
1253
$90K ﹤0.01%
2,232
+900
1254
$90K ﹤0.01%
17,231
+5,334
1255
$90K ﹤0.01%
1,516
-397
1256
$90K ﹤0.01%
2,563
+228
1257
$90K ﹤0.01%
812
+582
1258
$89K ﹤0.01%
1,591
+1,528
1259
$89K ﹤0.01%
1,522
-106
1260
$89K ﹤0.01%
2,370
-68
1261
$89K ﹤0.01%
5,774
-377
1262
$88K ﹤0.01%
8,580
-796
1263
$88K ﹤0.01%
3,170
+552
1264
$88K ﹤0.01%
2,102
-22
1265
$88K ﹤0.01%
3,519
1266
$87K ﹤0.01%
1,877
-1,505
1267
$87K ﹤0.01%
3,163
+257
1268
$86K ﹤0.01%
556
-5
1269
$86K ﹤0.01%
8,990
-9,477
1270
$86K ﹤0.01%
2,507
-188
1271
$86K ﹤0.01%
17,153
-1,197
1272
$86K ﹤0.01%
10,972
-1,890
1273
$86K ﹤0.01%
29,670
1274
$85K ﹤0.01%
1,478
-474
1275
$85K ﹤0.01%
9,562
-1,275
49 50
51
52 53