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
2001
$7K ﹤0.01%
709
2002
$7K ﹤0.01%
745
-20
2003
$7K ﹤0.01%
146
+3
2004
$7K ﹤0.01%
89
-23
2005
$7K ﹤0.01%
950
-500
2006
$7K ﹤0.01%
207
2007
$7K ﹤0.01%
390
-67
2008
$7K ﹤0.01%
380
+304
2009
$7K ﹤0.01%
7,500
2010
$7K ﹤0.01%
444
2011
$7K ﹤0.01%
128
2012
$7K ﹤0.01%
223
2013
$7K ﹤0.01%
250
2014
$7K ﹤0.01%
+328
2015
$7K ﹤0.01%
200
2016
$7K ﹤0.01%
275
+245
2017
$7K ﹤0.01%
504
-8,548
2018
$7K ﹤0.01%
+142
2019
$7K ﹤0.01%
139
+119
2020
$7K ﹤0.01%
+519
2021
$6K ﹤0.01%
152
+67
2022
$6K ﹤0.01%
425
-2,027
2023
$6K ﹤0.01%
343
+285
2024
$6K ﹤0.01%
234
-673
2025
$6K ﹤0.01%
225
79 80
81
82 83