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
1401
$59K ﹤0.01%
+21
1402
$58K ﹤0.01%
2,243
-13,957
1403
$58K ﹤0.01%
1,877
-44
1404
$57K ﹤0.01%
2,097
-396
1405
$57K ﹤0.01%
2,254
+3
1406
$57K ﹤0.01%
2,703
-11,966
1407
$57K ﹤0.01%
1,450
1408
$57K ﹤0.01%
3,909
+3,413
1409
$56K ﹤0.01%
4,981
-272
1410
$56K ﹤0.01%
1,516
+1,450
1411
$56K ﹤0.01%
+1,455
1412
$56K ﹤0.01%
1,155
1413
$56K ﹤0.01%
2,743
+2,000
1414
$56K ﹤0.01%
2,282
+298
1415
$56K ﹤0.01%
222
-60
1416
$55K ﹤0.01%
3,227
+1
1417
$55K ﹤0.01%
1,560
+1,095
1418
$54K ﹤0.01%
2,572
-144
1419
$54K ﹤0.01%
1,503
+299
1420
$54K ﹤0.01%
833
1421
$54K ﹤0.01%
3,904
1422
$54K ﹤0.01%
790
-9,582
1423
$53K ﹤0.01%
1,742
-40
1424
$53K ﹤0.01%
1,750
1425
$53K ﹤0.01%
1,361
+100
55 56
57
58 59