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
2226
$2K ﹤0.01%
8
2227
$2K ﹤0.01%
289
2228
$2K ﹤0.01%
121
-3,491
2229
$2K ﹤0.01%
450
2230
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103
2231
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52
2232
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+243
2233
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237
2234
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285
2235
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18
-484
2236
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+200
2237
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55
2238
$1K ﹤0.01%
8
2239
$1K ﹤0.01%
500
2240
$1K ﹤0.01%
100
2241
$1K ﹤0.01%
390
2242
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396
-1,068
2243
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108
2244
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400
2245
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100
2246
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+5
2247
$1K ﹤0.01%
+133
2248
$1K ﹤0.01%
6
2249
$1K ﹤0.01%
+200
2250
$1K ﹤0.01%
201
88 89
90
91 92