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
1626
$28K ﹤0.01%
2,549
-254
1627
$28K ﹤0.01%
252
+75
1628
$28K ﹤0.01%
818
-11,989
1629
$28K ﹤0.01%
3,072
+604
1630
$27K ﹤0.01%
1,286
1631
$27K ﹤0.01%
+1,635
1632
$27K ﹤0.01%
1,962
1633
$27K ﹤0.01%
867
+235
1634
$27K ﹤0.01%
875
1635
$27K ﹤0.01%
2,000
-2,977
1636
$27K ﹤0.01%
1,582
-730
1637
$27K ﹤0.01%
279
-1,056
1638
$27K ﹤0.01%
845
+242
1639
$27K ﹤0.01%
271
-10
1640
$27K ﹤0.01%
5,708
+5,057
1641
$27K ﹤0.01%
398
+198
1642
$26K ﹤0.01%
1,461
-305
1643
$26K ﹤0.01%
2,100
1644
$26K ﹤0.01%
1,108
+786
1645
$26K ﹤0.01%
7,275
1646
$26K ﹤0.01%
756
+625
1647
$26K ﹤0.01%
1,787
-429
1648
$26K ﹤0.01%
700
-422
1649
$26K ﹤0.01%
900
1650
$26K ﹤0.01%
1,000
-37
64 65
66
67 68