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
426
$1.76M 0.01%
19,231
-130,997
427
$1.75M 0.01%
53,549
-5,579
428
$1.74M 0.01%
131,779
-16,473
429
$1.72M 0.01%
18,422
+1,928
430
$1.7M 0.01%
51,992
-2,826
431
$1.7M 0.01%
38,240
+8,285
432
$1.68M 0.01%
131,814
+2,748
433
$1.68M 0.01%
10,933
+62
434
$1.67M 0.01%
6,986
+4,581
435
$1.67M 0.01%
9,077
+3,088
436
$1.67M 0.01%
63,605
+1,510
437
$1.66M 0.01%
91,215
-2,876
438
$1.65M 0.01%
14,482
+2,315
439
$1.64M 0.01%
9,502
+3,788
440
$1.63M 0.01%
24,172
+1,644
441
$1.6M 0.01%
105,780
-13,122
442
$1.6M 0.01%
13,832
+4,757
443
$1.6M ﹤0.01%
70,717
+47,504
444
$1.57M ﹤0.01%
60,545
+2,253
445
$1.56M ﹤0.01%
119,219
-521
446
$1.56M ﹤0.01%
30,705
+17,553
447
$1.55M ﹤0.01%
20,250
+3,266
448
$1.55M ﹤0.01%
1,569
+344
449
$1.54M ﹤0.01%
105,030
+38,054
450
$1.53M ﹤0.01%
17,974
+15,749
16 17
18
19 20