Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$1.3B
2
+$730M
3
+$469M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$291M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$122M

Top Sells

1
+$559M
2
+$457M
3
+$319M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56.1M

Sector Composition

1 Technology 2.86%
2 Financials 1.6%
3 Consumer Discretionary 1.36%
4 Healthcare 1.22%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$4K ﹤0.01%
7,500
2627
$4K ﹤0.01%
150
+80
2628
$4K ﹤0.01%
990
2629
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315
2630
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+107
2631
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+30
2632
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+4
2633
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103
-16
2634
$4K ﹤0.01%
+490
2635
$4K ﹤0.01%
23
2636
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133
2637
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+350
2638
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200
2639
$4K ﹤0.01%
+109
2640
$4K ﹤0.01%
45
-803
2641
$3K ﹤0.01%
+200
2642
$3K ﹤0.01%
192
-2,323
2643
$3K ﹤0.01%
+101
2644
$3K ﹤0.01%
86
+28
2645
$3K ﹤0.01%
+5
2646
$3K ﹤0.01%
+153
2647
$3K ﹤0.01%
+22
2648
$3K ﹤0.01%
130
-16
2649
$3K ﹤0.01%
13
+9
2650
$3K ﹤0.01%
58
-151
104 105
106
107 108