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
376
$2.35M 0.01%
32,745
+2,523
377
$2.34M 0.01%
69,148
-34,337
378
$2.32M 0.01%
60,684
+24,894
379
$2.3M 0.01%
63,008
+2,598
380
$2.29M 0.01%
5,660
-1,748
381
$2.29M 0.01%
186,684
-4,716
382
$2.27M 0.01%
30,027
-421
383
$2.27M 0.01%
22,376
+17,948
384
$2.24M 0.01%
45,490
-447
385
$2.2M 0.01%
18,346
+2,710
386
$2.2M 0.01%
60,956
-687
387
$2.19M 0.01%
1,377
+138
388
$2.18M 0.01%
29,584
-3,729
389
$2.18M 0.01%
59,711
+10,782
390
$2.17M 0.01%
85,754
+4,855
391
$2.17M 0.01%
141,721
+15,141
392
$2.15M 0.01%
10,832
-255
393
$2.14M 0.01%
100,112
-5,492
394
$2.13M 0.01%
16,847
-4,523
395
$2.13M 0.01%
80,579
+1,636
396
$2.13M 0.01%
17,347
-120
397
$2.13M 0.01%
10,754
-215
398
$2.1M 0.01%
67,740
+4,912
399
$2.1M 0.01%
38,332
+12,670
400
$2.08M 0.01%
39,933
+4,969
14 15
16
17 18