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
1651
$26K ﹤0.01%
731
1652
$26K ﹤0.01%
4,291
+1,591
1653
$26K ﹤0.01%
1,500
1654
$25K ﹤0.01%
1,234
-7,221
1655
$25K ﹤0.01%
1,130
-20
1656
$25K ﹤0.01%
+126
1657
$25K ﹤0.01%
2,541
-898
1658
$25K ﹤0.01%
+469
1659
$25K ﹤0.01%
516
-14,848
1660
$25K ﹤0.01%
972
-152
1661
$25K ﹤0.01%
2,904
1662
$25K ﹤0.01%
1,388
-281
1663
$24K ﹤0.01%
529
+147
1664
$24K ﹤0.01%
583
1665
$24K ﹤0.01%
234
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1666
$24K ﹤0.01%
1,750
1667
$24K ﹤0.01%
3,209
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$24K ﹤0.01%
248
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1669
$24K ﹤0.01%
180
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1670
$24K ﹤0.01%
1,603
-273
1671
$24K ﹤0.01%
192
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1672
$23K ﹤0.01%
400
1673
$23K ﹤0.01%
1,260
+15
1674
$23K ﹤0.01%
344
-399
1675
$23K ﹤0.01%
516
-124
65 66
67
68 69