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
1451
$48K ﹤0.01%
974
+366
1452
$48K ﹤0.01%
9,419
+987
1453
$48K ﹤0.01%
1,876
+437
1454
$48K ﹤0.01%
687
-289
1455
$48K ﹤0.01%
1,460
+319
1456
$48K ﹤0.01%
3,587
+5
1457
$48K ﹤0.01%
2,700
1458
$48K ﹤0.01%
920
-28
1459
$48K ﹤0.01%
1,256
-7,486
1460
$48K ﹤0.01%
2,869
-4,228
1461
$47K ﹤0.01%
2,200
1462
$47K ﹤0.01%
134
+66
1463
$47K ﹤0.01%
2,100
-6,500
1464
$47K ﹤0.01%
1,900
-128
1465
$47K ﹤0.01%
2,500
+2,462
1466
$46K ﹤0.01%
1,427
-7,200
1467
$46K ﹤0.01%
1,945
-313
1468
$46K ﹤0.01%
2,100
-111
1469
$46K ﹤0.01%
1,820
-4,503
1470
$46K ﹤0.01%
619
1471
$46K ﹤0.01%
480
-5
1472
$46K ﹤0.01%
308
1473
$46K ﹤0.01%
3,546
1474
$46K ﹤0.01%
303
+23
1475
$46K ﹤0.01%
3,375
57 58
59
60 61