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
401
$2.07M 0.01%
162,252
+65,604
402
$2.06M 0.01%
165,252
-201,557
403
$2.06M 0.01%
39,214
+13,255
404
$2.06M 0.01%
14,688
+143
405
$2.04M 0.01%
43,540
+5,130
406
$1.99M 0.01%
141,438
+140,099
407
$1.98M 0.01%
35,968
+1,810
408
$1.97M 0.01%
14,701
-991
409
$1.97M 0.01%
21,976
-330
410
$1.96M 0.01%
7,341
+2,505
411
$1.94M 0.01%
11,094
+2,952
412
$1.92M 0.01%
30,211
-12,450
413
$1.87M 0.01%
87,739
-845
414
$1.85M 0.01%
9,618
+51
415
$1.83M 0.01%
19,123
+1,195
416
$1.81M 0.01%
33,739
+5,276
417
$1.81M 0.01%
9,452
+1,014
418
$1.79M 0.01%
69,130
-1,716
419
$1.78M 0.01%
4,943
+2,130
420
$1.78M 0.01%
87,400
+1,687
421
$1.78M 0.01%
9,464
+1,015
422
$1.77M 0.01%
161,937
-2,425
423
$1.77M 0.01%
10,439
+2,838
424
$1.76M 0.01%
30,593
+5,243
425
$1.76M 0.01%
16,744
+707
15 16
17
18 19