Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$525M
2
+$477M
3
+$191M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$181M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$161M

Top Sells

1
+$180M
2
+$58.6M
3
+$53.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$50M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$33.5M

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%
901
1902
$10K ﹤0.01%
238
-4,665
1903
$10K ﹤0.01%
200
1904
$10K ﹤0.01%
348
+324
1905
$10K ﹤0.01%
700
-50
1906
$10K ﹤0.01%
580
+132
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%
300
1920
$9K ﹤0.01%
858
1921
$9K ﹤0.01%
240
1922
$9K ﹤0.01%
+700
1923
$9K ﹤0.01%
1,295
1924
$9K ﹤0.01%
3,244
+274
1925
$9K ﹤0.01%
479
-283
75 76
77
78 79