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
1351
$182K ﹤0.01%
5,048
+20
1352
$181K ﹤0.01%
5,454
-41
1353
$180K ﹤0.01%
7,589
+3,552
1354
$180K ﹤0.01%
6,650
+13
1355
$179K ﹤0.01%
3,181
-404
1356
$179K ﹤0.01%
13,016
-1,845
1357
$178K ﹤0.01%
6,779
+3,772
1358
$177K ﹤0.01%
1,509
+566
1359
$177K ﹤0.01%
6,926
-7,766
1360
$176K ﹤0.01%
1,436
-349
1361
$176K ﹤0.01%
3,660
+18
1362
$176K ﹤0.01%
2,964
+167
1363
$175K ﹤0.01%
2,618
-1,000
1364
$175K ﹤0.01%
3,133
+15
1365
$174K ﹤0.01%
8,362
+577
1366
$174K ﹤0.01%
1,980
1367
$174K ﹤0.01%
11,383
-266,962
1368
$173K ﹤0.01%
4,421
+112
1369
$172K ﹤0.01%
6,259
+3,873
1370
$172K ﹤0.01%
1,221
+991
1371
$172K ﹤0.01%
7,367
+92
1372
$171K ﹤0.01%
4,129
+1,539
1373
$171K ﹤0.01%
3,702
1374
$170K ﹤0.01%
2,365
+123
1375
$170K ﹤0.01%
1,897
+40
53 54
55
56 57