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
51
$65M 0.2%
1,231,336
+225,724
52
$64.7M 0.2%
3,687,813
-128,757
53
$63.1M 0.19%
326,437
+42,657
54
$62.5M 0.19%
2,060,852
+1,470,532
55
$62.4M 0.19%
1,251,614
-224,094
56
$62.3M 0.19%
323,571
-27,211
57
$60.3M 0.19%
747,344
-60,414
58
$58.7M 0.18%
328,928
-108,987
59
$57.2M 0.18%
425,354
+113,192
60
$56.6M 0.17%
1,634,484
-178,276
61
$56.4M 0.17%
664,260
+339,520
62
$55.6M 0.17%
187,985
+14,827
63
$54.5M 0.17%
1,080,990
+163,010
64
$54.3M 0.17%
652,858
+273,209
65
$52.5M 0.16%
557,837
+23,401
66
$50M 0.15%
893,408
-422,676
67
$50M 0.15%
404,484
+18,343
68
$49.5M 0.15%
197,577
+7,273
69
$47.8M 0.15%
400,021
+9,794
70
$47.4M 0.15%
1,348,867
-9,949
71
$47M 0.15%
3,705,160
+1,680,184
72
$46.7M 0.14%
870,389
+30,337
73
$46.4M 0.14%
893,035
+10,379
74
$45.8M 0.14%
325,786
+11,445
75
$45.5M 0.14%
487,969
+60,262
1 2
3
4 5