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
1476
$133K ﹤0.01%
784
+59
1477
$133K ﹤0.01%
845
-468
1478
$132K ﹤0.01%
4,800
+732
1479
$132K ﹤0.01%
3,808
+13
1480
$132K ﹤0.01%
7,468
+6,567
1481
$132K ﹤0.01%
1,772
+235
1482
$132K ﹤0.01%
2,700
1483
$132K ﹤0.01%
1,822
+120
1484
$131K ﹤0.01%
2,823
+2,220
1485
$130K ﹤0.01%
+3,148
1486
$130K ﹤0.01%
822
-40
1487
$130K ﹤0.01%
3,704
+143
1488
$130K ﹤0.01%
3,085
+2,913
1489
$130K ﹤0.01%
786
1490
$130K ﹤0.01%
2,141
+112
1491
$130K ﹤0.01%
8,562
-1,816
1492
$129K ﹤0.01%
6,568
+1,379
1493
$129K ﹤0.01%
24,526
1494
$129K ﹤0.01%
5,640
+674
1495
$128K ﹤0.01%
8,532
-347
1496
$128K ﹤0.01%
4,380
+55
1497
$128K ﹤0.01%
2,182
+700
1498
$126K ﹤0.01%
2,482
-713
1499
$126K ﹤0.01%
1,463
-115
1500
$126K ﹤0.01%
2,366
+16
58 59
60
61 62