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
2676
$3K ﹤0.01%
+52
2677
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+25
2678
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+190
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2681
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2683
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2687
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2688
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338
+5
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2690
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500
+50
2691
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2692
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1,667
2693
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118
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2694
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55
2695
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31
-618
2696
– –
0
2697
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+51
2698
$2K ﹤0.01%
+66
2699
$2K ﹤0.01%
+53
2700
$2K ﹤0.01%
+16
106 107
108
109 110