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
2176
$3K ﹤0.01%
226
-3
2177
$3K ﹤0.01%
82
2178
$3K ﹤0.01%
145
2179
$3K ﹤0.01%
62
-312
2180
$3K ﹤0.01%
116
-25
2181
$3K ﹤0.01%
2
2182
$3K ﹤0.01%
41
2183
$3K ﹤0.01%
+839
2184
$2K ﹤0.01%
+383
2185
$2K ﹤0.01%
184
2186
$2K ﹤0.01%
+57
2187
$2K ﹤0.01%
15
2188
$2K ﹤0.01%
571
2189
$2K ﹤0.01%
130
-32
2190
$2K ﹤0.01%
72
-7
2191
$2K ﹤0.01%
100
2192
$2K ﹤0.01%
37
-127
2193
$2K ﹤0.01%
+80
2194
$2K ﹤0.01%
+117
2195
$2K ﹤0.01%
2,500
-27
2196
$2K ﹤0.01%
42
2197
$2K ﹤0.01%
+210
2198
$2K ﹤0.01%
+267
2199
$2K ﹤0.01%
163
-2,069
2200
$2K ﹤0.01%
31
86 87
88
89 90