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
251
$10.5M 0.02%
210,784
+2,553
252
$10.4M 0.02%
135,206
+17,155
253
$10.4M 0.02%
79,973
+41,729
254
$10.2M 0.02%
100,493
-2,236
255
$10.2M 0.02%
26,894
+1,796
256
$10.2M 0.02%
174,788
+12,953
257
$10.2M 0.02%
224,456
+8,929
258
$10.1M 0.02%
41,265
-2,695
259
$10.1M 0.02%
270,972
+65,639
260
$10M 0.02%
69,482
-63,374
261
$10M 0.02%
95,630
+4,724
262
$10M 0.02%
139,254
+5,114
263
$9.94M 0.02%
302,139
-138,968
264
$9.86M 0.02%
101,534
+18,985
265
$9.77M 0.02%
106,588
+69,765
266
$9.71M 0.02%
413,797
+214,596
267
$9.68M 0.02%
616,527
+126,921
268
$9.56M 0.02%
359,303
+84,923
269
$9.53M 0.02%
82,472
-27,715
270
$9.48M 0.02%
140,684
+61,128
271
$9.47M 0.02%
86,142
-3,542
272
$9.27M 0.02%
141,161
+30,044
273
$9.22M 0.02%
71,089
+28,993
274
$9.13M 0.02%
170,771
-3,466
275
$9.07M 0.02%
34,177
+1,580
9 10
11
12 13