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
476
$2.95M 0.01%
32,388
+28,974
477
$2.86M 0.01%
33,424
-87
478
$2.85M 0.01%
48,618
+720
479
$2.84M 0.01%
15,768
-12,196
480
$2.84M 0.01%
56,528
-5,006
481
$2.81M 0.01%
34,708
+2,226
482
$2.79M 0.01%
66,692
+11,448
483
$2.78M 0.01%
13,444
+10,235
484
$2.78M 0.01%
9,556
+402
485
$2.73M 0.01%
31,790
-4,821
486
$2.71M 0.01%
42,854
+8,175
487
$2.71M 0.01%
148,575
+18,317
488
$2.71M 0.01%
37,600
+3,305
489
$2.69M 0.01%
94,278
-156,042
490
$2.69M 0.01%
68,079
+15,293
491
$2.68M 0.01%
101,376
-2,470
492
$2.67M 0.01%
26,432
-240
493
$2.66M 0.01%
46,334
+15,490
494
$2.66M 0.01%
18,220
+4,680
495
$2.65M 0.01%
72,069
+15,548
496
$2.65M 0.01%
10,637
+1,312
497
$2.64M 0.01%
19,334
+706
498
$2.63M 0.01%
32,988
+783
499
$2.62M 0.01%
83,045
+13,701
500
$2.62M 0.01%
43,347
-2,930
18 19
20
21 22