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
101
$52.9M 0.1%
132,749
-5,645
102
$52.2M 0.1%
645,152
-61,830
103
$52.1M 0.1%
2,857,608
-32,432
104
$51.9M 0.1%
131,178
+14,888
105
$51.4M 0.1%
1,246,821
+89,518
106
$51.1M 0.1%
407,840
+22,580
107
$50.8M 0.1%
802,311
-44,432
108
$50.3M 0.1%
85,965
+11,514
109
$48.4M 0.09%
479,238
-3,971
110
$47.7M 0.09%
210,340
+1,997
111
$47.3M 0.09%
448,598
+159,017
112
$46.6M 0.09%
53,229
+3,799
113
$46.2M 0.09%
338,838
+120,615
114
$45.6M 0.09%
295,231
+13,676
115
$44.7M 0.08%
784,088
+57,825
116
$44.1M 0.08%
420,994
-3,389
117
$43.8M 0.08%
295,654
+8,285
118
$43.8M 0.08%
969,515
+64,183
119
$43.6M 0.08%
198,735
+14,864
120
$42.3M 0.08%
224,414
+12,847
121
$42.3M 0.08%
543,970
+1,502
122
$41.9M 0.08%
293,934
+14,634
123
$41.8M 0.08%
133,033
+33,117
124
$41.7M 0.08%
230,607
+50,371
125
$40.7M 0.08%
433,714
+44,207
3 4
5
6 7