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
276
$5.03M 0.02%
119,616
+6,820
277
$5.02M 0.02%
71,407
+68,827
278
$5.01M 0.02%
115,232
+15,405
279
$4.95M 0.02%
41,293
+2,288
280
$4.88M 0.02%
52,048
+9,619
281
$4.87M 0.02%
67,680
+300
282
$4.87M 0.02%
50,411
-7,894
283
$4.84M 0.01%
96,220
+10,454
284
$4.83M 0.01%
110,989
+14,511
285
$4.76M 0.01%
27,215
-2,444
286
$4.72M 0.01%
83,250
+9,149
287
$4.72M 0.01%
304,498
+2,753
288
$4.68M 0.01%
100,485
+18,954
289
$4.66M 0.01%
166,450
+131,520
290
$4.64M 0.01%
92,873
+5,556
291
$4.63M 0.01%
32,744
-446
292
$4.61M 0.01%
104,538
+48,972
293
$4.6M 0.01%
90,042
+989
294
$4.59M 0.01%
72,204
+56,168
295
$4.59M 0.01%
84,128
-3,660
296
$4.58M 0.01%
46,921
+1,321
297
$4.57M 0.01%
73,949
+58,541
298
$4.57M 0.01%
67,776
-14,353
299
$4.53M 0.01%
86,800
+48,818
300
$4.5M 0.01%
182,728
-119,094
10 11
12
13 14