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
1826
$13K ﹤0.01%
1,370
-807
1827
$13K ﹤0.01%
457
-1,208
1828
$13K ﹤0.01%
387
+95
1829
$13K ﹤0.01%
2,650
-4,820
1830
$13K ﹤0.01%
462
-12
1831
$13K ﹤0.01%
804
+614
1832
$13K ﹤0.01%
1,270
-95
1833
$13K ﹤0.01%
753
-858
1834
$13K ﹤0.01%
200
-1,300
1835
$13K ﹤0.01%
1,375
1836
$13K ﹤0.01%
167
-2,397
1837
$13K ﹤0.01%
1,125
-102
1838
$13K ﹤0.01%
409
1839
$13K ﹤0.01%
715
-267
1840
$13K ﹤0.01%
+1,500
1841
$13K ﹤0.01%
220
-186
1842
$13K ﹤0.01%
103
-41
1843
$13K ﹤0.01%
+312
1844
$13K ﹤0.01%
641
-132
1845
$13K ﹤0.01%
585
-505
1846
$13K ﹤0.01%
90
-257
1847
$13K ﹤0.01%
375
-359
1848
$12K ﹤0.01%
878
1849
$12K ﹤0.01%
800
1850
$12K ﹤0.01%
400
72 73
74
75 76