Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$525M
2
+$477M
3
+$191M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$181M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$161M

Top Sells

1
+$180M
2
+$58.6M
3
+$53.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$50M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$33.5M

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
2201
$2K ﹤0.01%
42
2202
$2K ﹤0.01%
+210
2203
$2K ﹤0.01%
+267
2204
$2K ﹤0.01%
163
-2,069
2205
$2K ﹤0.01%
31
2206
$2K ﹤0.01%
400
2207
$2K ﹤0.01%
14
+8
2208
$2K ﹤0.01%
181
-57
2209
$2K ﹤0.01%
76
2210
$2K ﹤0.01%
200
-110
2211
$2K ﹤0.01%
46
-595
2212
$2K ﹤0.01%
209
-505
2213
$2K ﹤0.01%
43
-2
2214
$2K ﹤0.01%
83
+72
2215
$2K ﹤0.01%
67
-279
2216
$2K ﹤0.01%
45
-397
2217
$2K ﹤0.01%
+100
2218
$2K ﹤0.01%
75
2219
$2K ﹤0.01%
12
2220
$2K ﹤0.01%
+67
2221
$2K ﹤0.01%
269
2222
$2K ﹤0.01%
+216
2223
$2K ﹤0.01%
+10
2224
$2K ﹤0.01%
200
2225
$2K ﹤0.01%
315
87 88
89
90 91