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
1451
$146K ﹤0.01%
1,203
1452
$145K ﹤0.01%
1,784
-195
1453
$145K ﹤0.01%
3,607
+918
1454
$144K ﹤0.01%
2,457
-56
1455
$144K ﹤0.01%
2,635
+278
1456
$143K ﹤0.01%
10,587
+1,640
1457
$143K ﹤0.01%
445
1458
$142K ﹤0.01%
4,267
1459
$141K ﹤0.01%
1,386
+1
1460
$141K ﹤0.01%
3,737
+2,399
1461
$141K ﹤0.01%
16,647
-2,783
1462
$140K ﹤0.01%
3,519
1463
$139K ﹤0.01%
1,012
1464
$139K ﹤0.01%
856
+531
1465
$138K ﹤0.01%
4,063
+543
1466
$138K ﹤0.01%
2,253
-390
1467
$138K ﹤0.01%
1,014
+6
1468
$138K ﹤0.01%
7,161
+6,194
1469
$136K ﹤0.01%
4,188
+2,472
1470
$135K ﹤0.01%
2,649
+114
1471
$135K ﹤0.01%
6,274
+5,931
1472
$134K ﹤0.01%
4,090
1473
$134K ﹤0.01%
1,348
+84
1474
$133K ﹤0.01%
8,261
+373
1475
$133K ﹤0.01%
2,180
+62
57 58
59
60 61