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
1276
$223K ﹤0.01%
6
1277
$221K ﹤0.01%
9,974
+5,609
1278
$221K ﹤0.01%
12,824
+3,595
1279
$221K ﹤0.01%
5,632
-109
1280
$221K ﹤0.01%
1,008
+9
1281
$221K ﹤0.01%
3,026
-1,956
1282
$220K ﹤0.01%
4,060
-165
1283
$220K ﹤0.01%
13,125
+669
1284
$220K ﹤0.01%
2,435
+2,259
1285
$220K ﹤0.01%
19,856
+1,000
1286
$220K ﹤0.01%
4,270
-1,090
1287
$220K ﹤0.01%
1,010
+814
1288
$218K ﹤0.01%
13,706
1289
$218K ﹤0.01%
14,534
+6,089
1290
$218K ﹤0.01%
4,644
1291
$217K ﹤0.01%
8,154
-1,965
1292
$217K ﹤0.01%
5,958
+367
1293
$217K ﹤0.01%
9,778
+3,634
1294
$216K ﹤0.01%
5,317
+1,503
1295
$216K ﹤0.01%
+7,153
1296
$216K ﹤0.01%
5,629
-603
1297
$215K ﹤0.01%
2,308
+661
1298
$214K ﹤0.01%
10,911
+9,136
1299
$214K ﹤0.01%
4,127
+338
1300
$213K ﹤0.01%
3,141
+495
50 51
52
53 54