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
426
$3.69M 0.01%
28,299
-1,983
427
$3.68M 0.01%
43,488
+8,839
428
$3.65M 0.01%
25,963
+1,195
429
$3.57M 0.01%
20,751
+2,022
430
$3.57M 0.01%
17,490
-478
431
$3.55M 0.01%
74,522
+45,621
432
$3.55M 0.01%
73,009
+4,773
433
$3.54M 0.01%
60,739
+10,241
434
$3.5M 0.01%
57,507
+398
435
$3.5M 0.01%
121,533
-22,957
436
$3.5M 0.01%
57,460
-38
437
$3.48M 0.01%
107,468
+2,496
438
$3.48M 0.01%
142,239
+127,250
439
$3.47M 0.01%
32,068
+402
440
$3.46M 0.01%
11,972
+2,896
441
$3.44M 0.01%
38,855
+35,534
442
$3.39M 0.01%
91,190
+3,235
443
$3.38M 0.01%
22,580
+2,212
444
$3.35M 0.01%
4,639
+108
445
$3.35M 0.01%
238,462
+70,415
446
$3.33M 0.01%
130,001
-5,863
447
$3.33M 0.01%
25,493
+2,454
448
$3.3M 0.01%
124,289
+122,672
449
$3.29M 0.01%
78,813
+65,298
450
$3.29M 0.01%
34,581
+810
16 17
18
19 20