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
2051
$6K ﹤0.01%
207
2052
$5K ﹤0.01%
+478
2053
$5K ﹤0.01%
180
2054
$5K ﹤0.01%
203
+3
2055
$5K ﹤0.01%
74
-1,066
2056
$5K ﹤0.01%
114
-7
2057
$5K ﹤0.01%
322
+215
2058
$5K ﹤0.01%
109
+51
2059
$5K ﹤0.01%
235
+85
2060
$5K ﹤0.01%
285
2061
$5K ﹤0.01%
1,852
2062
$5K ﹤0.01%
350
2063
$5K ﹤0.01%
333
2064
$5K ﹤0.01%
673
-84
2065
$5K ﹤0.01%
110
2066
$5K ﹤0.01%
26
2067
$5K ﹤0.01%
+300
2068
$5K ﹤0.01%
100
2069
$5K ﹤0.01%
79
-20
2070
$5K ﹤0.01%
140
2071
$5K ﹤0.01%
165
-346
2072
$5K ﹤0.01%
585
2073
$5K ﹤0.01%
600
2074
$5K ﹤0.01%
+214
2075
$5K ﹤0.01%
189
-644
81 82
83
84 85