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
1701
$21K ﹤0.01%
1,765
-633
1702
$20K ﹤0.01%
1,000
1703
$20K ﹤0.01%
267
+42
1704
$20K ﹤0.01%
337
+175
1705
$20K ﹤0.01%
1,043
1706
$20K ﹤0.01%
461
-70
1707
$20K ﹤0.01%
881
+624
1708
$20K ﹤0.01%
697
1709
$20K ﹤0.01%
293
-13
1710
$20K ﹤0.01%
3,000
1711
$20K ﹤0.01%
1,298
+368
1712
$20K ﹤0.01%
+316
1713
$20K ﹤0.01%
700
1714
$20K ﹤0.01%
500
-10,090
1715
$20K ﹤0.01%
+624
1716
$20K ﹤0.01%
+3,153
1717
$20K ﹤0.01%
1,080
+197
1718
$20K ﹤0.01%
80
-290
1719
$20K ﹤0.01%
41
+13
1720
$20K ﹤0.01%
736
-686
1721
$19K ﹤0.01%
499
-40
1722
$19K ﹤0.01%
133
-300
1723
$19K ﹤0.01%
500
1724
$19K ﹤0.01%
+352
1725
$19K ﹤0.01%
1,393
67 68
69
70 71