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
2076
$5K ﹤0.01%
+152
2077
$5K ﹤0.01%
25
-8
2078
$5K ﹤0.01%
+218
2079
$5K ﹤0.01%
350
2080
$5K ﹤0.01%
200
2081
$5K ﹤0.01%
255
2082
$5K ﹤0.01%
158
-536
2083
$5K ﹤0.01%
+397
2084
$5K ﹤0.01%
3,344
+3,013
2085
$5K ﹤0.01%
213
2086
$4K ﹤0.01%
115
+88
2087
$4K ﹤0.01%
+165
2088
$4K ﹤0.01%
116
2089
$4K ﹤0.01%
45
-74
2090
$4K ﹤0.01%
1,001
2091
$4K ﹤0.01%
60
2092
$4K ﹤0.01%
123
-500
2093
$4K ﹤0.01%
+361
2094
$4K ﹤0.01%
574
-85
2095
$4K ﹤0.01%
+168
2096
$4K ﹤0.01%
133
+95
2097
$4K ﹤0.01%
2,000
2098
$4K ﹤0.01%
91
+51
2099
$4K ﹤0.01%
83
-2,855
2100
$4K ﹤0.01%
646
-62
82 83
84
85 86