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
476
$1.32M ﹤0.01%
56,823
+4,668
477
$1.32M ﹤0.01%
6,803
+1,517
478
$1.32M ﹤0.01%
46,838
+14,772
479
$1.32M ﹤0.01%
83,140
+15,820
480
$1.31M ﹤0.01%
24,779
+3,749
481
$1.31M ﹤0.01%
215,352
+8,767
482
$1.3M ﹤0.01%
6,102
-122
483
$1.3M ﹤0.01%
70,405
+69,933
484
$1.29M ﹤0.01%
8,627
+586
485
$1.29M ﹤0.01%
14,580
-1,661
486
$1.29M ﹤0.01%
25,657
-2,814
487
$1.28M ﹤0.01%
21,254
+3,047
488
$1.28M ﹤0.01%
24,378
-12,168
489
$1.27M ﹤0.01%
48,370
+4,720
490
$1.27M ﹤0.01%
41,652
-200
491
$1.27M ﹤0.01%
68,849
+24,046
492
$1.27M ﹤0.01%
29,350
+2,900
493
$1.27M ﹤0.01%
34,923
+12,607
494
$1.25M ﹤0.01%
95,648
-74,192
495
$1.25M ﹤0.01%
19,095
-1,980
496
$1.25M ﹤0.01%
1,784
+617
497
$1.24M ﹤0.01%
45,045
-6,831
498
$1.24M ﹤0.01%
7,280
+4,335
499
$1.23M ﹤0.01%
9,516
+133
500
$1.23M ﹤0.01%
87,572
-2,627
18 19
20
21 22