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
1876
$11K ﹤0.01%
90
+39
1877
$11K ﹤0.01%
700
1878
$11K ﹤0.01%
449
-255
1879
$11K ﹤0.01%
73
-98
1880
$11K ﹤0.01%
963
+611
1881
$11K ﹤0.01%
910
1882
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143
-7
1883
$11K ﹤0.01%
269
-118
1884
$11K ﹤0.01%
436
+296
1885
$11K ﹤0.01%
1,145
-10,094
1886
$10K ﹤0.01%
566
+90
1887
$10K ﹤0.01%
200
1888
$10K ﹤0.01%
234
-68
1889
$10K ﹤0.01%
86
+21
1890
$10K ﹤0.01%
123
-1,015
1891
$10K ﹤0.01%
+196
1892
$10K ﹤0.01%
511
1893
$10K ﹤0.01%
839
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1894
$10K ﹤0.01%
48
-70
1895
$10K ﹤0.01%
901
1896
$10K ﹤0.01%
238
-4,665
1897
$10K ﹤0.01%
+110
1898
$10K ﹤0.01%
330
-670
1899
$10K ﹤0.01%
1,894
1900
$10K ﹤0.01%
348
+324
74 75
76
77 78