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
1326
$74K ﹤0.01%
650
-44
1327
$74K ﹤0.01%
1,033
+560
1328
$73K ﹤0.01%
1,136
1329
$73K ﹤0.01%
2,081
1330
$73K ﹤0.01%
2,212
-123
1331
$73K ﹤0.01%
7,728
+2,231
1332
$73K ﹤0.01%
+2,700
1333
$73K ﹤0.01%
2,116
-810
1334
$73K ﹤0.01%
4,935
1335
$73K ﹤0.01%
1,658
1336
$72K ﹤0.01%
4,262
-235
1337
$72K ﹤0.01%
+1,400
1338
$72K ﹤0.01%
7,543
+87
1339
$72K ﹤0.01%
981
+803
1340
$71K ﹤0.01%
+6,593
1341
$71K ﹤0.01%
9,087
1342
$71K ﹤0.01%
618
+58
1343
$70K ﹤0.01%
2,558
1344
$70K ﹤0.01%
17,274
-563
1345
$70K ﹤0.01%
4,899
+3,075
1346
$69K ﹤0.01%
3,533
-265
1347
$69K ﹤0.01%
6,713
+413
1348
$69K ﹤0.01%
385
+15
1349
$68K ﹤0.01%
1,193
1350
$68K ﹤0.01%
2,988
-263
52 53
54
55 56