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
1426
$53K ﹤0.01%
2,761
-478
1427
$52K ﹤0.01%
1,048
1428
$51K ﹤0.01%
1,107
1429
$51K ﹤0.01%
1,600
-200
1430
$51K ﹤0.01%
508
-225
1431
$51K ﹤0.01%
1,482
-204
1432
$51K ﹤0.01%
1,971
+88
1433
$51K ﹤0.01%
2,500
+945
1434
$51K ﹤0.01%
1,857
1435
$50K ﹤0.01%
1,518
-546
1436
$50K ﹤0.01%
1,611
-565
1437
$50K ﹤0.01%
1,039
+865
1438
$50K ﹤0.01%
1,036
+159
1439
$50K ﹤0.01%
1,356
-1,428
1440
$50K ﹤0.01%
3,372
1441
$50K ﹤0.01%
3,691
+1,110
1442
$50K ﹤0.01%
7,014
+1,064
1443
$50K ﹤0.01%
2,000
1444
$49K ﹤0.01%
720
-1,759
1445
$49K ﹤0.01%
800
1446
$49K ﹤0.01%
+1,000
1447
$49K ﹤0.01%
3,155
-509
1448
$49K ﹤0.01%
2,071
+6
1449
$48K ﹤0.01%
3,212
+3,180
1450
$48K ﹤0.01%
849
-35
56 57
58
59 60