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
226
$7.74M 0.02%
234,388
+91,303
227
$7.53M 0.02%
147,822
-604,402
228
$7.31M 0.02%
88,877
+84,445
229
$7.05M 0.02%
280,441
-364
230
$7.05M 0.02%
63,431
+5,769
231
$6.97M 0.02%
93,527
+76,373
232
$6.9M 0.02%
120,685
-45,354
233
$6.83M 0.02%
84,194
+8,821
234
$6.72M 0.02%
132,905
+132,321
235
$6.72M 0.02%
30,617
-94
236
$6.7M 0.02%
30,527
-95,788
237
$6.63M 0.02%
258,009
-315
238
$6.54M 0.02%
264,678
-17,079
239
$6.53M 0.02%
48,313
+9,555
240
$6.45M 0.02%
227,518
+55,865
241
$6.42M 0.02%
92,918
+3,578
242
$6.28M 0.02%
172,113
-10,566
243
$6.22M 0.02%
80,913
+10,408
244
$6.19M 0.02%
118,496
-49,003
245
$6.13M 0.02%
222,985
-39,761
246
$6.11M 0.02%
55,148
+49,242
247
$6.06M 0.02%
46,662
-13,078
248
$6.03M 0.02%
40,329
+5,462
249
$5.84M 0.02%
33,251
-779
250
$5.83M 0.02%
419,172
+68,050
8 9
10
11 12