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
2126
$4K ﹤0.01%
215
+1
2127
$4K ﹤0.01%
3,300
+2,991
2128
$4K ﹤0.01%
239
-365
2129
$4K ﹤0.01%
101
-200
2130
$4K ﹤0.01%
350
2131
$3K ﹤0.01%
78
-39
2132
$3K ﹤0.01%
70
+50
2133
$3K ﹤0.01%
124
2134
$3K ﹤0.01%
301
2135
$3K ﹤0.01%
25
+5
2136
$3K ﹤0.01%
221
2137
$3K ﹤0.01%
51
-20
2138
$3K ﹤0.01%
+91
2139
$3K ﹤0.01%
146
-271
2140
$3K ﹤0.01%
+110
2141
$3K ﹤0.01%
+21
2142
$3K ﹤0.01%
1,000
2143
$3K ﹤0.01%
118
2144
$3K ﹤0.01%
82
2145
$3K ﹤0.01%
76
-81
2146
$3K ﹤0.01%
881
+40
2147
$3K ﹤0.01%
139
+114
2148
$3K ﹤0.01%
216
-34,291
2149
$3K ﹤0.01%
+294
2150
$3K ﹤0.01%
+60
84 85
86
87 88