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
1601
$30K ﹤0.01%
2,616
1602
$30K ﹤0.01%
1,192
1603
$29K ﹤0.01%
423
-94
1604
$29K ﹤0.01%
633
-367
1605
$29K ﹤0.01%
650
-231
1606
$29K ﹤0.01%
814
+657
1607
$29K ﹤0.01%
2,206
1608
$29K ﹤0.01%
476
1609
$29K ﹤0.01%
1,454
1610
$29K ﹤0.01%
+3,467
1611
$29K ﹤0.01%
+2,768
1612
$29K ﹤0.01%
1,972
-292
1613
$29K ﹤0.01%
288
-564
1614
$29K ﹤0.01%
742
-40
1615
$29K ﹤0.01%
1,503
1616
$29K ﹤0.01%
8,438
1617
$29K ﹤0.01%
501
-273
1618
$28K ﹤0.01%
3,093
1619
$28K ﹤0.01%
666
-2,249
1620
$28K ﹤0.01%
1,370
-1,283
1621
$28K ﹤0.01%
268
1622
$28K ﹤0.01%
1,000
1623
$28K ﹤0.01%
2,700
1624
$28K ﹤0.01%
1,155
1625
$28K ﹤0.01%
2,000
63 64
65
66 67