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
451
$1.52M ﹤0.01%
39,558
-2,268
452
$1.51M ﹤0.01%
24,107
-1,279
453
$1.51M ﹤0.01%
8,996
+1,034
454
$1.51M ﹤0.01%
26,524
-8,790
455
$1.5M ﹤0.01%
25,468
-1,506
456
$1.49M ﹤0.01%
38,573
+11,711
457
$1.49M ﹤0.01%
96,293
-24,839
458
$1.48M ﹤0.01%
5,188
+3,743
459
$1.48M ﹤0.01%
23,602
-9,552
460
$1.48M ﹤0.01%
206,120
-15,591
461
$1.47M ﹤0.01%
36,184
+352
462
$1.47M ﹤0.01%
16,918
-4,985
463
$1.47M ﹤0.01%
2,357
+205
464
$1.47M ﹤0.01%
3,779
+1,409
465
$1.46M ﹤0.01%
16,453
-2,511
466
$1.46M ﹤0.01%
12,815
+1,170
467
$1.44M ﹤0.01%
23,093
-157
468
$1.44M ﹤0.01%
42,560
-10,597
469
$1.41M ﹤0.01%
16,479
+6,376
470
$1.41M ﹤0.01%
27,088
+12,439
471
$1.41M ﹤0.01%
23,903
-18,587
472
$1.36M ﹤0.01%
13,544
-6,618
473
$1.35M ﹤0.01%
27,454
+2,733
474
$1.34M ﹤0.01%
32,900
+3,684
475
$1.33M ﹤0.01%
94,239
+18,071
17 18
19
20 21