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
326
$3.41M 0.01%
112,200
+1,554
327
$3.4M 0.01%
135,400
-63,097
328
$3.34M 0.01%
60,820
-5,894
329
$3.33M 0.01%
133,856
+39,485
330
$3.25M 0.01%
23,211
+2,780
331
$3.25M 0.01%
95,454
-772
332
$3.25M 0.01%
29,358
-3,116
333
$3.23M 0.01%
86,313
-8,151
334
$3.21M 0.01%
10,430
+473
335
$3.17M 0.01%
92,847
+56,361
336
$3.07M 0.01%
352,965
-6,548
337
$3.02M 0.01%
55,113
-6,977
338
$3.02M 0.01%
20,296
-743
339
$2.98M 0.01%
59,216
-9,099
340
$2.98M 0.01%
344,022
+12,015
341
$2.97M 0.01%
87,780
+4,507
342
$2.96M 0.01%
9,993
+3,983
343
$2.95M 0.01%
110,999
-242,922
344
$2.93M 0.01%
43,870
+16,686
345
$2.91M 0.01%
124,456
-39,782
346
$2.82M 0.01%
115,944
-47,564
347
$2.8M 0.01%
25,995
-5,170
348
$2.8M 0.01%
14,676
+3,143
349
$2.78M 0.01%
53,896
-2,984
350
$2.77M 0.01%
13,866
+4,074
12 13
14
15 16