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
1901
$10K ﹤0.01%
700
-50
1902
$10K ﹤0.01%
580
+132
1903
$10K ﹤0.01%
166
1904
$10K ﹤0.01%
+125
1905
$10K ﹤0.01%
250
-1,975
1906
$10K ﹤0.01%
496
-2,364
1907
$10K ﹤0.01%
898
+34
1908
$10K ﹤0.01%
185
-1,882
1909
$10K ﹤0.01%
263
1910
$10K ﹤0.01%
517
+167
1911
$10K ﹤0.01%
1,332
+369
1912
$10K ﹤0.01%
+1,720
1913
$10K ﹤0.01%
750
1914
$10K ﹤0.01%
+150
1915
$10K ﹤0.01%
+20,000
1916
$10K ﹤0.01%
169
1917
$10K ﹤0.01%
124
-308
1918
$10K ﹤0.01%
+94
1919
$9K ﹤0.01%
3,244
+274
1920
$9K ﹤0.01%
479
-283
1921
$9K ﹤0.01%
201
-134
1922
$9K ﹤0.01%
1,473
-4
1923
$9K ﹤0.01%
+438
1924
$9K ﹤0.01%
170
-924
1925
$9K ﹤0.01%
153
-1,905
75 76
77
78 79