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
301
$4.48M 0.01%
14,460
+38
302
$4.46M 0.01%
327,817
+278,188
303
$4.41M 0.01%
74,380
-11,819
304
$4.4M 0.01%
26,233
+6,446
305
$4.4M 0.01%
172,486
-36,475
306
$4.29M 0.01%
165,183
-17,511
307
$4.25M 0.01%
83,032
-156,449
308
$4.22M 0.01%
114,516
+15,654
309
$4.2M 0.01%
51,485
+2,013
310
$4.17M 0.01%
332,709
+102,456
311
$4.17M 0.01%
31,200
-179,723
312
$4.12M 0.01%
42,239
-39,577
313
$3.86M 0.01%
26,107
+20,712
314
$3.83M 0.01%
19,858
+5,361
315
$3.77M 0.01%
639,817
+188,941
316
$3.77M 0.01%
43,101
-5,211
317
$3.74M 0.01%
14
-1
318
$3.72M 0.01%
48,712
+47,038
319
$3.71M 0.01%
21,446
-901
320
$3.71M 0.01%
50,677
+1,864
321
$3.52M 0.01%
68,977
+42,492
322
$3.52M 0.01%
28,467
+9,087
323
$3.47M 0.01%
68,608
+805
324
$3.44M 0.01%
56,998
-1,841
325
$3.43M 0.01%
67,994
-7,981
11 12
13
14 15