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
176
$13.3M 0.04%
159,013
+36,008
177
$12.9M 0.04%
54,907
+552
178
$12.6M 0.04%
243,776
+2,722
179
$12.4M 0.04%
48,154
+13,207
180
$12.4M 0.04%
210,580
+17,619
181
$12.2M 0.04%
222,275
+37,809
182
$12.1M 0.04%
196,680
+50,873
183
$12.1M 0.04%
270,271
-68,640
184
$12M 0.04%
36,507
+5,272
185
$12M 0.04%
332,530
-19,387
186
$11.8M 0.04%
195,548
-2,244
187
$11.6M 0.04%
132,987
+19,088
188
$11.4M 0.04%
249,310
+24,527
189
$10.5M 0.03%
158,324
-18
190
$10.5M 0.03%
161,606
+18,265
191
$10.4M 0.03%
102,640
+7,972
192
$10.3M 0.03%
124,238
+11,852
193
$10.2M 0.03%
347,665
+180,543
194
$9.97M 0.03%
130,243
-20,744
195
$9.96M 0.03%
189,390
+1,671
196
$9.88M 0.03%
371,484
+20,157
197
$9.83M 0.03%
59,862
-1,247
198
$9.71M 0.03%
51,150
+9,975
199
$9.58M 0.03%
239,688
-418,725
200
$9.55M 0.03%
247,335
-3,740
6 7
8
9 10