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
1926
$9K ﹤0.01%
348
-156
1927
$9K ﹤0.01%
+300
1928
$9K ﹤0.01%
+200
1929
$9K ﹤0.01%
100
1930
$9K ﹤0.01%
206
1931
$9K ﹤0.01%
167
1932
$9K ﹤0.01%
110
1933
$9K ﹤0.01%
117
-10
1934
$9K ﹤0.01%
339
1935
$9K ﹤0.01%
59
-31
1936
$9K ﹤0.01%
625
1937
$9K ﹤0.01%
170
1938
$9K ﹤0.01%
693
-835
1939
$9K ﹤0.01%
+100
1940
$9K ﹤0.01%
+277
1941
$9K ﹤0.01%
335
-54
1942
$9K ﹤0.01%
190
-333
1943
$9K ﹤0.01%
2,004
-145
1944
$9K ﹤0.01%
375
+225
1945
$9K ﹤0.01%
300
1946
$9K ﹤0.01%
858
1947
$9K ﹤0.01%
240
1948
$9K ﹤0.01%
+700
1949
$9K ﹤0.01%
1,295
1950
$9K ﹤0.01%
614
76 77
78
79 80