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
1801
$14K ﹤0.01%
570
+439
1802
$14K ﹤0.01%
189
1803
$14K ﹤0.01%
4,039
-506
1804
$14K ﹤0.01%
558
1805
$14K ﹤0.01%
1,158
+134
1806
$14K ﹤0.01%
285
-64
1807
$14K ﹤0.01%
130
1808
$14K ﹤0.01%
2,125
1809
$14K ﹤0.01%
546
1810
$14K ﹤0.01%
1,310
+1,003
1811
$14K ﹤0.01%
535
-154
1812
$14K ﹤0.01%
+269
1813
$14K ﹤0.01%
1,491
+4
1814
$14K ﹤0.01%
251
-28
1815
$14K ﹤0.01%
219
1816
$14K ﹤0.01%
2,144
+1,033
1817
$14K ﹤0.01%
1,046
1818
$14K ﹤0.01%
342
+73
1819
$14K ﹤0.01%
810
-57
1820
$13K ﹤0.01%
420
-159
1821
$13K ﹤0.01%
558
+269
1822
$13K ﹤0.01%
971
-1,272
1823
$13K ﹤0.01%
272
1824
$13K ﹤0.01%
3,240
1825
$13K ﹤0.01%
1,000
71 72
73
74 75