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
501
$1.2M ﹤0.01%
13,123
-18,570
502
$1.19M ﹤0.01%
+103,008
503
$1.19M ﹤0.01%
7,160
+6,813
504
$1.17M ﹤0.01%
27,566
-2,119
505
$1.17M ﹤0.01%
3,737
+3
506
$1.15M ﹤0.01%
89,901
-7,444
507
$1.15M ﹤0.01%
16,540
-291
508
$1.13M ﹤0.01%
17,789
-4,987
509
$1.13M ﹤0.01%
21,254
-5,204
510
$1.13M ﹤0.01%
9,308
+782
511
$1.1M ﹤0.01%
47,818
-13,979
512
$1.1M ﹤0.01%
22,679
-1,741
513
$1.09M ﹤0.01%
12,199
-2,101
514
$1.08M ﹤0.01%
24,840
+4,404
515
$1.08M ﹤0.01%
5,390
+1,966
516
$1.08M ﹤0.01%
98,458
+14,874
517
$1.08M ﹤0.01%
41,708
+37,336
518
$1.07M ﹤0.01%
953
-284
519
$1.07M ﹤0.01%
99,086
+11,594
520
$1.07M ﹤0.01%
107,792
+41,124
521
$1.06M ﹤0.01%
10,042
-67
522
$1.06M ﹤0.01%
12,832
-7,144
523
$1.06M ﹤0.01%
28,856
+2,449
524
$1.04M ﹤0.01%
84,718
-59,210
525
$1.04M ﹤0.01%
55,504
+2,424
19 20
21
22 23