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
1501
$42K ﹤0.01%
3,486
+200
1502
$42K ﹤0.01%
125
-67
1503
$42K ﹤0.01%
1,417
1504
$42K ﹤0.01%
1,845
+396
1505
$42K ﹤0.01%
2,336
1506
$42K ﹤0.01%
2,938
1507
$42K ﹤0.01%
2,418
+540
1508
$42K ﹤0.01%
2,000
-68
1509
$41K ﹤0.01%
275
1510
$41K ﹤0.01%
885
-439
1511
$41K ﹤0.01%
+952
1512
$41K ﹤0.01%
910
1513
$41K ﹤0.01%
+3,033
1514
$41K ﹤0.01%
3,567
1515
$41K ﹤0.01%
1,252
+433
1516
$41K ﹤0.01%
2,536
+255
1517
$41K ﹤0.01%
800
+66
1518
$41K ﹤0.01%
250
1519
$41K ﹤0.01%
+16,800
1520
$41K ﹤0.01%
2,995
1521
$40K ﹤0.01%
3,289
-248
1522
$40K ﹤0.01%
703
1523
$40K ﹤0.01%
538
+385
1524
$40K ﹤0.01%
3,119
+1,100
1525
$40K ﹤0.01%
+2,974
59 60
61
62 63