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
851
$743K ﹤0.01%
9,422
-26,075
852
$740K ﹤0.01%
2,460
+1,048
853
$738K ﹤0.01%
11,689
-4,920
854
$736K ﹤0.01%
8,394
-3,142
855
$731K ﹤0.01%
3,079
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856
$729K ﹤0.01%
+36,736
857
$719K ﹤0.01%
7,215
-2,150
858
$715K ﹤0.01%
11,834
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$710K ﹤0.01%
14,521
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860
$704K ﹤0.01%
6,126
+1,328
861
$701K ﹤0.01%
9,292
+19
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$701K ﹤0.01%
12,841
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863
$697K ﹤0.01%
12,799
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$687K ﹤0.01%
62,673
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865
$684K ﹤0.01%
670
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59,388
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867
$677K ﹤0.01%
47,868
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12,650
-2,753
869
$674K ﹤0.01%
13,262
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870
$674K ﹤0.01%
7,133
-1
871
$674K ﹤0.01%
9,058
-3,451
872
$671K ﹤0.01%
8,669
-5,741
873
$670K ﹤0.01%
36,738
-4,194
874
$670K ﹤0.01%
15,194
+619
875
$668K ﹤0.01%
87,742
-7,642
33 34
35
36 37