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
1501
$125K ﹤0.01%
1,202
+233
1502
$125K ﹤0.01%
5,526
+938
1503
$125K ﹤0.01%
852
-772
1504
$124K ﹤0.01%
4,100
1505
$124K ﹤0.01%
3,452
-456
1506
$124K ﹤0.01%
3,315
+1,915
1507
$124K ﹤0.01%
+2,750
1508
$123K ﹤0.01%
1,560
+64
1509
$123K ﹤0.01%
1,255
+54
1510
$123K ﹤0.01%
3,402
-145
1511
$123K ﹤0.01%
3,118
+2,833
1512
$122K ﹤0.01%
5,552
+371
1513
$122K ﹤0.01%
710
+272
1514
$121K ﹤0.01%
689
+293
1515
$121K ﹤0.01%
3,861
+333
1516
$121K ﹤0.01%
2,344
+66
1517
$120K ﹤0.01%
9,046
+430
1518
$120K ﹤0.01%
6,649
+6,028
1519
$119K ﹤0.01%
3,041
+745
1520
$119K ﹤0.01%
5,247
1521
$118K ﹤0.01%
4,366
-1,658
1522
$118K ﹤0.01%
222
-195
1523
$118K ﹤0.01%
2,874
+1,100
1524
$117K ﹤0.01%
3,030
-2,187
1525
$117K ﹤0.01%
717
59 60
61
62 63