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
351
$2.77M 0.01%
62,120
+2,199
352
$2.76M 0.01%
26,395
-81,072
353
$2.75M 0.01%
25,604
-659
354
$2.74M 0.01%
31,794
-281
355
$2.73M 0.01%
52,676
+2,181
356
$2.72M 0.01%
15,089
+3,829
357
$2.71M 0.01%
205,440
+2,219
358
$2.7M 0.01%
46,239
+17,813
359
$2.68M 0.01%
11,105
+1,390
360
$2.62M 0.01%
24,974
+10,322
361
$2.6M 0.01%
22,844
+66
362
$2.6M 0.01%
42,621
+13,265
363
$2.58M 0.01%
18,084
-13,505
364
$2.55M 0.01%
92,259
+16,938
365
$2.54M 0.01%
108,932
+14,582
366
$2.51M 0.01%
181,525
+136,935
367
$2.45M 0.01%
128,257
+112,599
368
$2.42M 0.01%
18,958
+4,289
369
$2.42M 0.01%
12,617
+4,824
370
$2.42M 0.01%
25,403
-4,056
371
$2.41M 0.01%
64,315
-11,579
372
$2.41M 0.01%
57,661
-1,881
373
$2.41M 0.01%
39,545
+2,068
374
$2.41M 0.01%
9,963
+1,101
375
$2.37M 0.01%
29,718
-2,010
13 14
15
16 17