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
2626
$4K ﹤0.01%
2,000
2627
$4K ﹤0.01%
7,500
2628
$4K ﹤0.01%
150
+80
2629
$4K ﹤0.01%
990
2630
$4K ﹤0.01%
315
2631
$4K ﹤0.01%
+107
2632
$4K ﹤0.01%
+30
2633
$4K ﹤0.01%
+4
2634
$4K ﹤0.01%
103
-16
2635
$4K ﹤0.01%
+490
2636
$4K ﹤0.01%
23
2637
$4K ﹤0.01%
133
2638
$4K ﹤0.01%
+350
2639
$4K ﹤0.01%
200
2640
$4K ﹤0.01%
+109
2641
$3K ﹤0.01%
+22
2642
$3K ﹤0.01%
130
-16
2643
$3K ﹤0.01%
13
+9
2644
$3K ﹤0.01%
58
-151
2645
$3K ﹤0.01%
400
2646
$3K ﹤0.01%
80
-1,875
2647
$3K ﹤0.01%
107
2648
$3K ﹤0.01%
500
2649
$3K ﹤0.01%
+70
2650
$3K ﹤0.01%
32
104 105
106
107 108