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
2676
$3K ﹤0.01%
+25
2677
$3K ﹤0.01%
+190
2678
$3K ﹤0.01%
+58
2679
$3K ﹤0.01%
+250
2680
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+196
2681
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+50
2682
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+13
2683
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+153
2684
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+93
2685
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+17
2686
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289
2687
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650
2688
$3K ﹤0.01%
338
+5
2689
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+120
2690
$3K ﹤0.01%
500
+50
2691
$3K ﹤0.01%
147
2692
$3K ﹤0.01%
1,667
2693
$3K ﹤0.01%
118
+60
2694
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55
2695
$2K ﹤0.01%
34
2696
$2K ﹤0.01%
33
2697
$2K ﹤0.01%
100
2698
$2K ﹤0.01%
+25
2699
$2K ﹤0.01%
571
2700
$2K ﹤0.01%
84
106 107
108
109 110