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
2651
$3K ﹤0.01%
+250
2652
$3K ﹤0.01%
+270
2653
$3K ﹤0.01%
125
-228
2654
$3K ﹤0.01%
81
2655
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34
2656
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44
2657
$3K ﹤0.01%
2,000
2658
$3K ﹤0.01%
+200
2659
$3K ﹤0.01%
192
-2,323
2660
$3K ﹤0.01%
+101
2661
$3K ﹤0.01%
86
+28
2662
$3K ﹤0.01%
+5
2663
$3K ﹤0.01%
+99
2664
$3K ﹤0.01%
+202
2665
$3K ﹤0.01%
11
-2
2666
$3K ﹤0.01%
600
+100
2667
$3K ﹤0.01%
250
2668
$3K ﹤0.01%
15
-128
2669
$3K ﹤0.01%
43
-10
2670
$3K ﹤0.01%
+59
2671
$3K ﹤0.01%
+750
2672
$3K ﹤0.01%
27
+12
2673
$3K ﹤0.01%
+84
2674
$3K ﹤0.01%
+86
2675
$3K ﹤0.01%
+52
105 106
107
108 109