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
1851
$12K ﹤0.01%
226
1852
$12K ﹤0.01%
1,033
+697
1853
$12K ﹤0.01%
+100
1854
$12K ﹤0.01%
1,000
1855
$12K ﹤0.01%
125
+31
1856
$12K ﹤0.01%
3,019
-1,800
1857
$12K ﹤0.01%
768
+738
1858
$12K ﹤0.01%
764
-1,300
1859
$12K ﹤0.01%
209
+93
1860
$12K ﹤0.01%
+451
1861
$12K ﹤0.01%
+254
1862
$12K ﹤0.01%
215
-46
1863
$12K ﹤0.01%
167
-1,052
1864
$12K ﹤0.01%
2,000
1865
$12K ﹤0.01%
191
+2
1866
$12K ﹤0.01%
+274
1867
$12K ﹤0.01%
1,488
-31,471
1868
$11K ﹤0.01%
2,287
+470
1869
$11K ﹤0.01%
1,091
1870
$11K ﹤0.01%
173
1871
$11K ﹤0.01%
1,000
1872
$11K ﹤0.01%
493
+368
1873
$11K ﹤0.01%
1,147
1874
$11K ﹤0.01%
+201
1875
$11K ﹤0.01%
584
+243
73 74
75
76 77