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
376
$4.99M 0.01%
103,130
+83,873
377
$4.98M 0.01%
61,255
-11,903
378
$4.98M 0.01%
20,596
+3,084
379
$4.87M 0.01%
+64,489
380
$4.87M 0.01%
36,375
+4,794
381
$4.82M 0.01%
31,175
+4,381
382
$4.82M 0.01%
181,241
+20,511
383
$4.8M 0.01%
50,616
+45,256
384
$4.78M 0.01%
29,870
+689
385
$4.66M 0.01%
55,494
+28,360
386
$4.65M 0.01%
244,973
-77,358
387
$4.64M 0.01%
16,129
+1,499
388
$4.62M 0.01%
115,134
+105,084
389
$4.62M 0.01%
122,370
+66,120
390
$4.61M 0.01%
57,677
+7,780
391
$4.52M 0.01%
+167,385
392
$4.5M 0.01%
24,104
+9,147
393
$4.5M 0.01%
22,984
+8,924
394
$4.47M 0.01%
87,251
+16,601
395
$4.45M 0.01%
50,559
-7,130
396
$4.43M 0.01%
74,523
+36,685
397
$4.42M 0.01%
42,865
-6,304
398
$4.39M 0.01%
47,135
+45,165
399
$4.38M 0.01%
66,784
+15,640
400
$4.37M 0.01%
72,152
-521
14 15
16
17 18