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
1426
$154K ﹤0.01%
3,200
1427
$154K ﹤0.01%
990
-107
1428
$154K ﹤0.01%
340
+37
1429
$153K ﹤0.01%
7,751
+4,386
1430
$153K ﹤0.01%
930
+158
1431
$153K ﹤0.01%
14,473
+2,527
1432
$153K ﹤0.01%
3,221
+212
1433
$151K ﹤0.01%
4,056
+502
1434
$151K ﹤0.01%
2,376
+162
1435
$151K ﹤0.01%
716
+230
1436
$151K ﹤0.01%
2,158
+24
1437
$151K ﹤0.01%
2,195
-461
1438
$151K ﹤0.01%
1,995
+125
1439
$149K ﹤0.01%
5,621
+625
1440
$148K ﹤0.01%
2,409
+1,540
1441
$148K ﹤0.01%
6,841
+2,454
1442
$148K ﹤0.01%
+2,893
1443
$147K ﹤0.01%
1,876
1444
$147K ﹤0.01%
6,455
-7,518
1445
$147K ﹤0.01%
4,595
+678
1446
$147K ﹤0.01%
5,370
+392
1447
$147K ﹤0.01%
+9,000
1448
$146K ﹤0.01%
+2,374
1449
$146K ﹤0.01%
2,018
+14
1450
$146K ﹤0.01%
2,187
+906
56 57
58
59 60