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
1551
$36K ﹤0.01%
15,591
1552
$36K ﹤0.01%
5,573
+5,000
1553
$36K ﹤0.01%
321
-225
1554
$35K ﹤0.01%
2,363
1555
$35K ﹤0.01%
12,180
+3,826
1556
$35K ﹤0.01%
151
-78
1557
$35K ﹤0.01%
3,247
-3,071
1558
$35K ﹤0.01%
190
-9
1559
$35K ﹤0.01%
1,700
1560
$35K ﹤0.01%
44
-20
1561
$35K ﹤0.01%
2,526
-1,165
1562
$35K ﹤0.01%
849
+30
1563
$34K ﹤0.01%
289
+100
1564
$34K ﹤0.01%
957
-107
1565
$33K ﹤0.01%
3,283
-2,546
1566
$33K ﹤0.01%
1,192
+186
1567
$33K ﹤0.01%
1,003
+662
1568
$33K ﹤0.01%
332
-104
1569
$33K ﹤0.01%
100
1570
$33K ﹤0.01%
5,546
+106
1571
$33K ﹤0.01%
274
+19
1572
$33K ﹤0.01%
316
-44
1573
$33K ﹤0.01%
382
+50
1574
$33K ﹤0.01%
4,556
-4,231
1575
$33K ﹤0.01%
1,634
61 62
63
64 65