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
2151
$3K ﹤0.01%
500
2152
$3K ﹤0.01%
42
-50
2153
$3K ﹤0.01%
75
2154
$3K ﹤0.01%
+100
2155
$3K ﹤0.01%
198
-414
2156
$3K ﹤0.01%
258
-1,037
2157
$3K ﹤0.01%
1,167
+667
2158
$3K ﹤0.01%
+144
2159
$3K ﹤0.01%
+75
2160
$3K ﹤0.01%
58
2161
$3K ﹤0.01%
+385
2162
$3K ﹤0.01%
140
2163
$3K ﹤0.01%
57
2164
$3K ﹤0.01%
+300
2165
$3K ﹤0.01%
80
2166
$3K ﹤0.01%
+206
2167
$3K ﹤0.01%
366
+348
2168
$3K ﹤0.01%
+69
2169
$3K ﹤0.01%
+53
2170
$3K ﹤0.01%
125
-335
2171
$3K ﹤0.01%
115
2172
$3K ﹤0.01%
568
+366
2173
$3K ﹤0.01%
149
-2,250
2174
$3K ﹤0.01%
+111
2175
$3K ﹤0.01%
+1,000
85 86
87
88 89