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
126
$20.8M 0.06%
343,274
+20,550
127
$20.5M 0.06%
429,992
-411,651
128
$20.4M 0.06%
282,691
+251,531
129
$20.2M 0.06%
366,404
+5,280
130
$19.8M 0.06%
194,991
+2,384
131
$19.8M 0.06%
1,210,204
+235,888
132
$19.4M 0.06%
35,698
+2,471
133
$19.3M 0.06%
699,369
+368,206
134
$19.2M 0.06%
150,978
+21,006
135
$18.9M 0.06%
312,877
-23,193
136
$18.7M 0.06%
125,190
+22,622
137
$18.7M 0.06%
93,740
+7,495
138
$18.4M 0.06%
209,830
+16,986
139
$18.4M 0.06%
1,419,222
-1,681,610
140
$18.3M 0.06%
85,011
+1,277
141
$18.1M 0.06%
226,010
+6,382
142
$17.8M 0.05%
186,762
+20,084
143
$17.3M 0.05%
304,125
+26,865
144
$17.2M 0.05%
187,477
+7,117
145
$17.1M 0.05%
330,459
+44,072
146
$17.1M 0.05%
366,271
+89,484
147
$16.6M 0.05%
471,715
+32,400
148
$16.5M 0.05%
789,650
+50,392
149
$16.5M 0.05%
530,781
-35,923
150
$16.1M 0.05%
135,635
-6,059
4 5
6
7 8