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
2301
$1K ﹤0.01%
100
-98
2302
$1K ﹤0.01%
200
2303
$1K ﹤0.01%
20
2304
$1K ﹤0.01%
252
2305
$1K ﹤0.01%
+33
2306
$1K ﹤0.01%
536
-314
2307
$1K ﹤0.01%
80
2308
$1K ﹤0.01%
117
2309
$1K ﹤0.01%
43
+1
2310
$1K ﹤0.01%
139
2311
$1K ﹤0.01%
2,000
2312
$1K ﹤0.01%
50
-61
2313
$1K ﹤0.01%
150
2314
$1K ﹤0.01%
26
-61
2315
$1K ﹤0.01%
2
-4
2316
$1K ﹤0.01%
46
2317
$1K ﹤0.01%
73
2318
$1K ﹤0.01%
218
2319
$1K ﹤0.01%
30
2320
– –
-519
2321
– –
-35
2322
$0 ﹤0.01%
20
2323
$0 ﹤0.01%
607
-924
2324
– –
-15
2325
– –
-456
91 92
93
94 95