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
201
$9.51M 0.03%
274,450
+14,674
202
$9.43M 0.03%
140,635
+9,037
203
$9.35M 0.03%
73,890
-2,782
204
$9.21M 0.03%
168,116
+13,484
205
$9.2M 0.03%
100,357
+31,967
206
$9.15M 0.03%
496,671
-30,338
207
$9.15M 0.03%
116,122
+9,720
208
$9.15M 0.03%
318,697
+318,135
209
$9M 0.03%
217,467
-99,272
210
$8.92M 0.03%
282,610
-37,380
211
$8.88M 0.03%
+249,861
212
$8.74M 0.03%
63,792
+12,511
213
$8.57M 0.03%
93,913
-10,713
214
$8.56M 0.03%
305,274
+195,530
215
$8.5M 0.03%
75,894
+21,531
216
$8.42M 0.03%
262,422
+143,414
217
$8.4M 0.03%
72,789
-5,467
218
$8.35M 0.03%
159,772
-41,488
219
$8.22M 0.03%
161,178
+3,967
220
$8.17M 0.03%
463,862
-191,624
221
$8.13M 0.03%
144,116
+134,572
222
$8.11M 0.03%
76,074
+7,348
223
$8.02M 0.02%
42,398
+7,092
224
$8.02M 0.02%
352,751
225
$8.01M 0.02%
59,583
+1,713
7 8
9
10 11