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
1351
$68K ﹤0.01%
5,130
-341
1352
$67K ﹤0.01%
4,394
+14
1353
$67K ﹤0.01%
15,064
+12,331
1354
$67K ﹤0.01%
4,769
+2,547
1355
$67K ﹤0.01%
748
+277
1356
$67K ﹤0.01%
613
-140
1357
$67K ﹤0.01%
1,801
+510
1358
$67K ﹤0.01%
1,753
-351
1359
$66K ﹤0.01%
6,801
-520
1360
$66K ﹤0.01%
2,120
-25,832
1361
$65K ﹤0.01%
1,282
+745
1362
$65K ﹤0.01%
923
-431
1363
$65K ﹤0.01%
3,266
+166
1364
$65K ﹤0.01%
8,320
-769
1365
$64K ﹤0.01%
1,811
+303
1366
$64K ﹤0.01%
359
-80
1367
$64K ﹤0.01%
1,274
1368
$64K ﹤0.01%
979
+87
1369
$64K ﹤0.01%
2,513
-179
1370
$63K ﹤0.01%
4,089
-329
1371
$63K ﹤0.01%
1,319
-13
1372
$63K ﹤0.01%
1,381
-125
1373
$62K ﹤0.01%
5,503
-522
1374
$62K ﹤0.01%
663
+76
1375
$62K ﹤0.01%
5,476
-2,049
53 54
55
56 57