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
2301
$1K ﹤0.01%
21
-200
2302
$1K ﹤0.01%
+354
2303
$1K ﹤0.01%
+206
2304
$1K ﹤0.01%
50
2305
$1K ﹤0.01%
+200
2306
$1K ﹤0.01%
+250
2307
$1K ﹤0.01%
200
2308
$1K ﹤0.01%
434
2309
$1K ﹤0.01%
101
-180
2310
$1K ﹤0.01%
250
2311
$1K ﹤0.01%
20
-11
2312
$1K ﹤0.01%
32
-130
2313
$1K ﹤0.01%
133
2314
$1K ﹤0.01%
+8,040
2315
$1K ﹤0.01%
145
+1
2316
$1K ﹤0.01%
8
+7
2317
$1K ﹤0.01%
+100
2318
$1K ﹤0.01%
30
2319
$1K ﹤0.01%
+200
2320
– –
-35
2321
$0 ﹤0.01%
20
2322
$0 ﹤0.01%
607
-924
2323
– –
-15
2324
– –
-456
2325
– –
-702
91 92
93
94 95