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
2326
– –
-702
2327
$0 ﹤0.01%
+21
2328
$0 ﹤0.01%
60
2329
– –
-26
2330
– –
-267
2331
$0 ﹤0.01%
10
2332
– –
-57
2333
– –
-1,511
2334
– –
0
2335
– –
-176
2336
– –
-1,134
2337
– –
-400
2338
$0 ﹤0.01%
32
2339
– –
-28
2340
– –
-33
2341
– –
-57
2342
– –
-2,029
2343
– –
-9
2344
– –
-34
2345
– –
-15,819
2346
– –
-195
2347
– –
-1,933
2348
– –
-18
2349
– –
-37
2350
– –
-500
92 93
94
95 96