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
1476
$45K ﹤0.01%
709
-1,000
1477
$45K ﹤0.01%
1,768
-700
1478
$45K ﹤0.01%
2,697
-1,189
1479
$45K ﹤0.01%
1,713
-203
1480
$45K ﹤0.01%
536
-1,090
1481
$45K ﹤0.01%
+1,353
1482
$45K ﹤0.01%
+2,040
1483
$45K ﹤0.01%
5,749
1484
$44K ﹤0.01%
+2,054
1485
$44K ﹤0.01%
3,618
1486
$44K ﹤0.01%
2,238
-186
1487
$44K ﹤0.01%
1,084
-445
1488
$44K ﹤0.01%
87
-6
1489
$44K ﹤0.01%
4,508
+18
1490
$44K ﹤0.01%
2,569
+903
1491
$44K ﹤0.01%
4,402
1492
$43K ﹤0.01%
1,876
+1,517
1493
$43K ﹤0.01%
+2,506
1494
$43K ﹤0.01%
519
-218
1495
$43K ﹤0.01%
1,375
-58
1496
$43K ﹤0.01%
+257
1497
$43K ﹤0.01%
2,737
1498
$42K ﹤0.01%
+255
1499
$42K ﹤0.01%
1,128
+96
1500
$42K ﹤0.01%
473
+143
58 59
60
61 62