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
1276
$85K ﹤0.01%
9,530
+6,179
1277
$84K ﹤0.01%
480
+5
1278
$84K ﹤0.01%
11,675
-18,367
1279
$84K ﹤0.01%
2,009
-538
1280
$84K ﹤0.01%
1,389
1281
$84K ﹤0.01%
327
-119
1282
$83K ﹤0.01%
1,413
+345
1283
$83K ﹤0.01%
12,096
-1,320
1284
$82K ﹤0.01%
647
1285
$82K ﹤0.01%
6,097
+1
1286
$82K ﹤0.01%
7,144
+2,986
1287
$82K ﹤0.01%
1,589
+778
1288
$81K ﹤0.01%
30,453
-2,344
1289
$81K ﹤0.01%
4,579
+618
1290
$81K ﹤0.01%
970
1291
$81K ﹤0.01%
7,470
1292
$81K ﹤0.01%
4,108
+608
1293
$81K ﹤0.01%
1,945
+674
1294
$81K ﹤0.01%
2,570
1295
$81K ﹤0.01%
233
-9
1296
$81K ﹤0.01%
1,069
+74
1297
$80K ﹤0.01%
1,471
-500
1298
$80K ﹤0.01%
5,000
1299
$80K ﹤0.01%
3,346
-348
1300
$80K ﹤0.01%
2,749
50 51
52
53 54