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
551
$931K ﹤0.01%
60,561
+13,153
552
$927K ﹤0.01%
20,362
-12,658
553
$926K ﹤0.01%
48,846
-8,454
554
$924K ﹤0.01%
2,385
-89
555
$919K ﹤0.01%
29,505
-1,855
556
$918K ﹤0.01%
58,042
+11,666
557
$917K ﹤0.01%
4,618
+1,102
558
$904K ﹤0.01%
42,950
+1,600
559
$895K ﹤0.01%
17,520
-485
560
$892K ﹤0.01%
23,297
-4,712
561
$886K ﹤0.01%
33,616
+6,791
562
$876K ﹤0.01%
14,091
-9,555
563
$870K ﹤0.01%
5,130
+189
564
$870K ﹤0.01%
8,354
+5,026
565
$869K ﹤0.01%
29,981
-18,343
566
$867K ﹤0.01%
8,936
-932
567
$867K ﹤0.01%
28,740
+5,523
568
$866K ﹤0.01%
8,967
+550
569
$863K ﹤0.01%
21,139
-6,411
570
$862K ﹤0.01%
16,770
+1,878
571
$860K ﹤0.01%
60,802
+50,170
572
$855K ﹤0.01%
2,942
+773
573
$854K ﹤0.01%
64,659
+21,169
574
$850K ﹤0.01%
6,094
+3,027
575
$849K ﹤0.01%
15,159
+2,254
21 22
23
24 25