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
1751
$18K ﹤0.01%
+203
1752
$18K ﹤0.01%
275
-124
1753
$18K ﹤0.01%
319
+219
1754
$18K ﹤0.01%
1,216
+47
1755
$18K ﹤0.01%
1,384
1756
$17K ﹤0.01%
+185
1757
$17K ﹤0.01%
1,677
-100
1758
$17K ﹤0.01%
251
-822
1759
$17K ﹤0.01%
300
1760
$17K ﹤0.01%
2,321
1761
$17K ﹤0.01%
736
+242
1762
$17K ﹤0.01%
1,578
+195
1763
$17K ﹤0.01%
737
+112
1764
$17K ﹤0.01%
606
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1765
$17K ﹤0.01%
122
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1766
$17K ﹤0.01%
1,785
1767
$17K ﹤0.01%
100
-9
1768
$17K ﹤0.01%
1,640
+1,440
1769
$17K ﹤0.01%
7,618
1770
$16K ﹤0.01%
239
-102
1771
$16K ﹤0.01%
1,638
+918
1772
$16K ﹤0.01%
732
1773
$16K ﹤0.01%
260
1774
$16K ﹤0.01%
1,500
1775
$16K ﹤0.01%
1,120
+151
69 70
71
72 73