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
1776
$16K ﹤0.01%
326
1777
$16K ﹤0.01%
1,000
-500
1778
$16K ﹤0.01%
+1,100
1779
$16K ﹤0.01%
419
-1,034
1780
$16K ﹤0.01%
521
1781
$16K ﹤0.01%
189
-53
1782
$16K ﹤0.01%
1,805
-606
1783
$16K ﹤0.01%
709
-26
1784
$16K ﹤0.01%
+650
1785
$15K ﹤0.01%
2,000
1786
$15K ﹤0.01%
+471
1787
$15K ﹤0.01%
133
-299
1788
$15K ﹤0.01%
377
-667
1789
$15K ﹤0.01%
500
1790
$15K ﹤0.01%
942
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1791
$15K ﹤0.01%
512
1792
$15K ﹤0.01%
2,075
+1,971
1793
$15K ﹤0.01%
210
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1794
$15K ﹤0.01%
765
-25
1795
$15K ﹤0.01%
125
1796
$15K ﹤0.01%
1,315
1797
$15K ﹤0.01%
+7
1798
$15K ﹤0.01%
603
-38
1799
$15K ﹤0.01%
1,011
1800
$14K ﹤0.01%
2,763
-683
70 71
72
73 74