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
276
$9.03M 0.02%
73,867
+10,333
277
$8.78M 0.02%
611,030
+11,444
278
$8.63M 0.02%
165,075
-127,640
279
$8.58M 0.02%
86,928
+8,925
280
$8.55M 0.02%
126,845
+11,110
281
$8.46M 0.02%
85,364
+5,849
282
$8.41M 0.02%
38,857
+4,746
283
$8.05M 0.02%
124,312
+25,552
284
$7.96M 0.02%
66,614
+18,810
285
$7.93M 0.02%
24,475
+2,319
286
$7.91M 0.02%
26,511
+899
287
$7.85M 0.01%
277,092
+1,054
288
$7.82M 0.01%
81,263
+1,859
289
$7.82M 0.01%
81,800
+4,024
290
$7.75M 0.01%
179,244
-85,468
291
$7.67M 0.01%
37,286
+8,627
292
$7.61M 0.01%
243,285
+203,621
293
$7.57M 0.01%
40,188
+2,489
294
$7.51M 0.01%
105,367
+31,239
295
$7.44M 0.01%
49,161
+25,380
296
$7.23M 0.01%
48,030
-60,598
297
$7.22M 0.01%
66,935
-8,749
298
$7.21M 0.01%
43,492
+3,724
299
$7.18M 0.01%
135,236
+12,657
300
$7.18M 0.01%
97,887
+2,846
10 11
12
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