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
151
$16M 0.05%
202,729
+17,382
152
$15.7M 0.05%
907,548
+267,417
153
$15.6M 0.05%
86,609
+12,750
154
$15.5M 0.05%
680,302
+5,400
155
$15.5M 0.05%
257,544
-23,950
156
$15.4M 0.05%
661,245
+359,532
157
$15.4M 0.05%
919,092
+890,067
158
$15.2M 0.05%
83,045
+2,301
159
$15.2M 0.05%
242,880
+20,743
160
$15.1M 0.05%
199,316
+15,090
161
$15.1M 0.05%
125,290
+39,604
162
$15M 0.05%
329,530
+14,170
163
$14.8M 0.05%
56,260
+18,745
164
$14.7M 0.05%
70,900
+12,182
165
$14.7M 0.05%
112,324
+3,981
166
$14.5M 0.04%
368,935
-12,083
167
$14.4M 0.04%
88,514
+19,893
168
$14.3M 0.04%
90,899
+3,418
169
$14.2M 0.04%
304,858
+4,759
170
$14.2M 0.04%
317,735
-25,111
171
$14.1M 0.04%
143,882
+10,198
172
$14.1M 0.04%
275,066
+129,866
173
$13.8M 0.04%
129,530
-18,784
174
$13.5M 0.04%
127,920
+9,366
175
$13.5M 0.04%
58,023
+2,431
5 6
7
8 9