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
2026
$6K ﹤0.01%
+145
2027
$6K ﹤0.01%
265
-12,855
2028
$6K ﹤0.01%
1,375
2029
$6K ﹤0.01%
179
2030
$6K ﹤0.01%
+250
2031
$6K ﹤0.01%
537
+4
2032
$6K ﹤0.01%
245
2033
$6K ﹤0.01%
163
-187
2034
$6K ﹤0.01%
460
-327
2035
$6K ﹤0.01%
255
-2,272
2036
$6K ﹤0.01%
196
-35
2037
$6K ﹤0.01%
+315
2038
$6K ﹤0.01%
299
2039
$6K ﹤0.01%
+191
2040
$6K ﹤0.01%
450
-68
2041
$6K ﹤0.01%
3,900
2042
$6K ﹤0.01%
925
2043
$6K ﹤0.01%
150
-175
2044
$6K ﹤0.01%
696
2045
$6K ﹤0.01%
133
2046
$6K ﹤0.01%
51
-4
2047
$6K ﹤0.01%
500
2048
$6K ﹤0.01%
200
+186
2049
$6K ﹤0.01%
189
-165
2050
$6K ﹤0.01%
525
80 81
82
83 84