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
251
$5.82M 0.02%
105,332
+2,457
252
$5.81M 0.02%
82,937
-4,226
253
$5.7M 0.02%
62,537
-7,739
254
$5.7M 0.02%
114,511
-2,156
255
$5.7M 0.02%
94,061
+12,935
256
$5.7M 0.02%
211,407
+139,087
257
$5.7M 0.02%
119,317
+77,426
258
$5.69M 0.02%
111,286
-11,561
259
$5.66M 0.02%
220,914
+17,963
260
$5.61M 0.02%
509,580
+283,743
261
$5.59M 0.02%
220,742
-20,427
262
$5.58M 0.02%
32,034
-22,517
263
$5.55M 0.02%
159,156
+157,853
264
$5.51M 0.02%
209,993
+97,779
265
$5.4M 0.02%
67,550
-822
266
$5.37M 0.02%
115,091
-22,366
267
$5.29M 0.02%
104,612
+17,057
268
$5.25M 0.02%
87,364
+2,040
269
$5.21M 0.02%
91,903
+28,557
270
$5.2M 0.02%
83,881
+5,480
271
$5.2M 0.02%
36,566
+30,345
272
$5.2M 0.02%
84,278
+13,275
273
$5.19M 0.02%
135,381
-1,497
274
$5.12M 0.02%
217,414
+10,137
275
$5.1M 0.02%
37,329
+7,459
9 10
11
12 13