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
1676
$23K ﹤0.01%
693
1677
$23K ﹤0.01%
557
-100
1678
$23K ﹤0.01%
300
-1,411
1679
$23K ﹤0.01%
+2,756
1680
$22K ﹤0.01%
125
-41
1681
$22K ﹤0.01%
860
1682
$22K ﹤0.01%
2,316
1683
$22K ﹤0.01%
269
+143
1684
$22K ﹤0.01%
579
+4
1685
$22K ﹤0.01%
305
1686
$22K ﹤0.01%
500
1687
$22K ﹤0.01%
62
-278
1688
$22K ﹤0.01%
+903
1689
$21K ﹤0.01%
271
-372
1690
$21K ﹤0.01%
225
+208
1691
$21K ﹤0.01%
6,840
1692
$21K ﹤0.01%
187
-15
1693
$21K ﹤0.01%
13,749
+4,838
1694
$21K ﹤0.01%
383
-70
1695
$21K ﹤0.01%
6,500
1696
$21K ﹤0.01%
2,563
+527
1697
$21K ﹤0.01%
400
-27
1698
$21K ﹤0.01%
257
1699
$21K ﹤0.01%
+1,175
1700
$21K ﹤0.01%
+920
66 67
68
69 70