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
451
$3.28M 0.01%
45,109
-1,778
452
$3.27M 0.01%
77,701
+17,594
453
$3.27M 0.01%
209,556
+2,313
454
$3.27M 0.01%
76,225
-24,686
455
$3.25M 0.01%
238,226
+163,801
456
$3.23M 0.01%
38,927
+3,631
457
$3.23M 0.01%
217,544
-44,410
458
$3.22M 0.01%
49,793
+6,519
459
$3.22M 0.01%
63,738
-430
460
$3.21M 0.01%
13,526
-586
461
$3.2M 0.01%
123,457
+78,354
462
$3.18M 0.01%
16,319
+2,448
463
$3.18M 0.01%
103,649
+4,510
464
$3.15M 0.01%
217,525
+27,774
465
$3.14M 0.01%
13,258
+153
466
$3.14M 0.01%
204,643
+19,607
467
$3.12M 0.01%
210,196
+68,778
468
$3.11M 0.01%
47,800
+8,400
469
$3.07M 0.01%
47,583
+4,002
470
$3.04M 0.01%
277,031
+10,322
471
$3.04M 0.01%
33,202
-8,631
472
$2.99M 0.01%
129,949
+129,810
473
$2.98M 0.01%
36,739
-355
474
$2.97M 0.01%
18,673
+888
475
$2.96M 0.01%
122,511
-1,767
17 18
19
20 21