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
1976
$8K ﹤0.01%
254
-9,592
1977
$8K ﹤0.01%
+425
1978
$8K ﹤0.01%
7,150
1979
$8K ﹤0.01%
185
-241
1980
$8K ﹤0.01%
588
-774
1981
$8K ﹤0.01%
359
1982
$8K ﹤0.01%
+218
1983
$8K ﹤0.01%
384
1984
$8K ﹤0.01%
1,398
1985
$7K ﹤0.01%
306
+2
1986
$7K ﹤0.01%
565
-106
1987
$7K ﹤0.01%
90
1988
$7K ﹤0.01%
+527
1989
$7K ﹤0.01%
335
+311
1990
$7K ﹤0.01%
120
+95
1991
$7K ﹤0.01%
92
1992
$7K ﹤0.01%
231
+81
1993
$7K ﹤0.01%
5,250
1994
$7K ﹤0.01%
1,000
1995
$7K ﹤0.01%
1,000
1996
$7K ﹤0.01%
105
1997
$7K ﹤0.01%
100
-4
1998
$7K ﹤0.01%
+555
1999
$7K ﹤0.01%
4,808
2000
$7K ﹤0.01%
+805
78 79
80
81 82