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
1301
$80K ﹤0.01%
9,800
1302
$80K ﹤0.01%
1,042
-12
1303
$80K ﹤0.01%
1,973
1304
$79K ﹤0.01%
6,669
1305
$79K ﹤0.01%
1,649
+501
1306
$79K ﹤0.01%
1,881
+70
1307
$78K ﹤0.01%
11,141
+3,418
1308
$78K ﹤0.01%
1,366
+1,078
1309
$78K ﹤0.01%
3,434
+1,273
1310
$78K ﹤0.01%
1,085
-7
1311
$78K ﹤0.01%
8,795
+1,823
1312
$78K ﹤0.01%
2,371
-1,072
1313
$78K ﹤0.01%
2,367
+566
1314
$78K ﹤0.01%
2,326
-345
1315
$77K ﹤0.01%
3,219
1316
$77K ﹤0.01%
4,529
+40
1317
$77K ﹤0.01%
3,171
+57
1318
$77K ﹤0.01%
2,267
-360
1319
$76K ﹤0.01%
6,006
-484
1320
$76K ﹤0.01%
+2,706
1321
$76K ﹤0.01%
1,606
1322
$76K ﹤0.01%
2,978
+572
1323
$75K ﹤0.01%
56
1324
$75K ﹤0.01%
3,200
1325
$74K ﹤0.01%
997
+650
51 52
53
54 55