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
1726
$19K ﹤0.01%
197
-3
1727
$19K ﹤0.01%
159
-740
1728
$19K ﹤0.01%
+2,041
1729
$19K ﹤0.01%
915
-134
1730
$19K ﹤0.01%
937
+323
1731
$19K ﹤0.01%
+324
1732
$19K ﹤0.01%
68
-6
1733
$19K ﹤0.01%
1,247
-2,416
1734
$19K ﹤0.01%
+1,466
1735
$18K ﹤0.01%
731
1736
$18K ﹤0.01%
670
-348
1737
$18K ﹤0.01%
+247
1738
$18K ﹤0.01%
8,880
1739
$18K ﹤0.01%
2,533
1740
$18K ﹤0.01%
628
1741
$18K ﹤0.01%
595
1742
$18K ﹤0.01%
+1,463
1743
$18K ﹤0.01%
146
+46
1744
$18K ﹤0.01%
640
-182
1745
$18K ﹤0.01%
452
+3
1746
$18K ﹤0.01%
3,188
+2,000
1747
$18K ﹤0.01%
228
-180
1748
$18K ﹤0.01%
1,178
-19,976
1749
$18K ﹤0.01%
262
-37
1750
$18K ﹤0.01%
593
-3,325
68 69
70
71 72