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
$52.7B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,275
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$735M
3
+$481M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$287M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$122M

Top Sells

1
+$558M
2
+$455M
3
+$325M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$70.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56M

Sector Composition

1 Technology 2.86%
2 Financials 1.6%
3 Consumer Discretionary 1.36%
4 Healthcare 1.22%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$5K ﹤0.01%
100
2552
$5K ﹤0.01%
+48
2553
$5K ﹤0.01%
80
-12
2554
$5K ﹤0.01%
1,009
2555
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96
+25
2556
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764
2557
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+140
2558
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+739
2559
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+167
2560
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600
-400
2561
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86
+33
2562
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204
+200
2563
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80
2564
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+60
2565
$5K ﹤0.01%
+124
2566
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+96
2567
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2568
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300
2569
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35
2570
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+397
2571
$5K ﹤0.01%
+70
2572
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+32
2573
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+242
2574
$5K ﹤0.01%
27
-70
2575
$5K ﹤0.01%
+450
101 102
103
104 105