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
1526
$40K ﹤0.01%
2,147
+9
1527
$40K ﹤0.01%
3,882
-802
1528
$39K ﹤0.01%
2,686
-867
1529
$39K ﹤0.01%
774
+371
1530
$39K ﹤0.01%
396
1531
$39K ﹤0.01%
436
-257
1532
$39K ﹤0.01%
2,853
1533
$39K ﹤0.01%
+1,507
1534
$39K ﹤0.01%
1,018
+852
1535
$38K ﹤0.01%
789
+20
1536
$38K ﹤0.01%
4,963
+345
1537
$38K ﹤0.01%
591
+56
1538
$38K ﹤0.01%
2,407
-15,949
1539
$37K ﹤0.01%
5,000
1540
$37K ﹤0.01%
1,324
1541
$37K ﹤0.01%
3,325
+3,261
1542
$37K ﹤0.01%
262
+77
1543
$37K ﹤0.01%
10,310
-809
1544
$36K ﹤0.01%
318
-7
1545
$36K ﹤0.01%
297
-32
1546
$36K ﹤0.01%
3,484
+795
1547
$36K ﹤0.01%
+246
1548
$36K ﹤0.01%
1,500
1549
$36K ﹤0.01%
+2,693
1550
$36K ﹤0.01%
878
-104
60 61
62
63 64