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
26
$189M 0.58%
935,872
+35,489
27
$188M 0.58%
2,256,818
-2,170,412
28
$187M 0.58%
1,582,232
+12,170
29
$165M 0.51%
1,133,177
+79,983
30
$154M 0.47%
895,684
-362,404
31
$140M 0.43%
494,000
+74,143
32
$135M 0.42%
4,462,929
+725,693
33
$128M 0.39%
1,252,994
-122,334
34
$124M 0.38%
2,043,850
-374,984
35
$123M 0.38%
1,052,068
+101,575
36
$118M 0.36%
615,330
-30,405
37
$111M 0.34%
2,138,384
-223,332
38
$107M 0.33%
681,210
+8,699
39
$104M 0.32%
2,021,476
-165,691
40
$99.3M 0.31%
1,400,720
+81,820
41
$90.9M 0.28%
7,359,678
+143,838
42
$78M 0.24%
692,945
-304,684
43
$76.6M 0.24%
884,275
+342,340
44
$73.6M 0.23%
738,959
-59,309
45
$73M 0.23%
975,696
+165
46
$71.7M 0.22%
278,207
+29,959
47
$71.5M 0.22%
426,900
+96,409
48
$69.5M 0.21%
306,217
+15,361
49
$66.4M 0.2%
1,150,477
-102,788
50
$65.3M 0.2%
915,273
+465,489
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2
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