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
1951
$9K ﹤0.01%
1,500
-500
1952
$9K ﹤0.01%
300
1953
$9K ﹤0.01%
1,184
-146
1954
$9K ﹤0.01%
100
1955
$9K ﹤0.01%
1,046
1956
$8K ﹤0.01%
951
1957
$8K ﹤0.01%
+48
1958
$8K ﹤0.01%
606
1959
$8K ﹤0.01%
860
1960
$8K ﹤0.01%
859
-94
1961
$8K ﹤0.01%
7,847
1962
$8K ﹤0.01%
216
1963
$8K ﹤0.01%
187
-45
1964
$8K ﹤0.01%
1,108
-1,108
1965
$8K ﹤0.01%
752
+52
1966
$8K ﹤0.01%
1,528
1967
$8K ﹤0.01%
500
-981
1968
$8K ﹤0.01%
675
-50
1969
$8K ﹤0.01%
607
1970
$8K ﹤0.01%
1,026
1971
$8K ﹤0.01%
+663
1972
$8K ﹤0.01%
442
-1,405
1973
$8K ﹤0.01%
+195
1974
$8K ﹤0.01%
100
-91
1975
$8K ﹤0.01%
9
-167
77 78
79
80 81