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
101
$31.6M 0.1%
241,168
-12,009
102
$29.1M 0.09%
373,160
-56,844
103
$28.1M 0.09%
77,613
+8,193
104
$27.2M 0.08%
1,256,095
+251,300
105
$26.9M 0.08%
159,264
+4,545
106
$26.7M 0.08%
73,061
-4,243
107
$25.7M 0.08%
429,306
+24,890
108
$25.6M 0.08%
155,865
+83,319
109
$25.5M 0.08%
138,287
+2,466
110
$25.1M 0.08%
173,508
+2,885
111
$24.9M 0.08%
639,361
+17,920
112
$24.8M 0.08%
253,369
+23,932
113
$24.3M 0.08%
347,856
+4,613
114
$24.1M 0.07%
485,496
-301,885
115
$24M 0.07%
339,380
+15,840
116
$23.9M 0.07%
654,330
-7,340
117
$23M 0.07%
283,942
+38,111
118
$23M 0.07%
574,612
-83,402
119
$22.9M 0.07%
146,002
+14,236
120
$22.6M 0.07%
565,536
-40,404
121
$22.2M 0.07%
685,160
+77,690
122
$21.4M 0.07%
398,923
-126,152
123
$21.2M 0.07%
287,419
+25,999
124
$20.9M 0.06%
245,742
+12,078
125
$20.8M 0.06%
874,208
+124,318
3 4
5
6 7