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
76
$45M 0.14%
759,275
-54,359
77
$44.5M 0.14%
464,969
-41,786
78
$43.4M 0.13%
147,075
+8,759
79
$42.9M 0.13%
323,982
+7,896
80
$42.7M 0.13%
540,264
+49,818
81
$40.6M 0.13%
423,017
+78,017
82
$40.1M 0.12%
243,215
+4,261
83
$37.3M 0.12%
173,151
+30,150
84
$37M 0.11%
197,700
+22,013
85
$36.5M 0.11%
399,607
+19,299
86
$36.2M 0.11%
111,668
-10,045
87
$35.9M 0.11%
954,866
-208,109
88
$35.8M 0.11%
538,126
-6,654
89
$35.6M 0.11%
292,055
-411,421
90
$35.5M 0.11%
328,433
-18,644
91
$35.2M 0.11%
3,702,160
+372,080
92
$35.1M 0.11%
80,705
+17,078
93
$34.7M 0.11%
124,479
+45,352
94
$34.4M 0.11%
466,423
+25,888
95
$34M 0.11%
305,280
+43,287
96
$33.7M 0.1%
111,025
+7,952
97
$32.9M 0.1%
474,453
-50,797
98
$31.9M 0.1%
444,331
+72,061
99
$31.9M 0.1%
357,802
+19,915
100
$31.6M 0.1%
220,904
-77,859
2 3
4
5 6