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
2101
$4K ﹤0.01%
78
-1,050
2102
$4K ﹤0.01%
151
-327
2103
$4K ﹤0.01%
69
2104
$4K ﹤0.01%
22
-25
2105
$4K ﹤0.01%
446
-1,519
2106
$4K ﹤0.01%
190
+90
2107
$4K ﹤0.01%
526
+270
2108
$4K ﹤0.01%
540
2109
$4K ﹤0.01%
93
2110
$4K ﹤0.01%
247
2111
$4K ﹤0.01%
707
2112
$4K ﹤0.01%
51
-7,631
2113
$4K ﹤0.01%
+78
2114
$4K ﹤0.01%
75
2115
$4K ﹤0.01%
80
2116
$4K ﹤0.01%
323
+99
2117
$4K ﹤0.01%
80
2118
$4K ﹤0.01%
+86
2119
$4K ﹤0.01%
134
2120
$4K ﹤0.01%
275
-212
2121
$4K ﹤0.01%
123
-57
2122
$4K ﹤0.01%
147
2123
$4K ﹤0.01%
197
2124
$4K ﹤0.01%
+110
2125
$4K ﹤0.01%
327
-29
83 84
85
86 87