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
1526
$116K ﹤0.01%
1,834
+1,138
1527
$116K ﹤0.01%
804
-87
1528
$116K ﹤0.01%
666
+58
1529
$116K ﹤0.01%
7,124
1530
$116K ﹤0.01%
2,040
1531
$115K ﹤0.01%
1,406
+249
1532
$115K ﹤0.01%
+1,924
1533
$115K ﹤0.01%
2,558
1534
$115K ﹤0.01%
2,216
+265
1535
$115K ﹤0.01%
4,416
-30
1536
$114K ﹤0.01%
8,043
-2,132
1537
$114K ﹤0.01%
1,830
+733
1538
$114K ﹤0.01%
347
1539
$113K ﹤0.01%
4,319
+170
1540
$113K ﹤0.01%
+1,927
1541
$113K ﹤0.01%
320
-71
1542
$113K ﹤0.01%
4,623
+203
1543
$113K ﹤0.01%
1,085
+35
1544
$113K ﹤0.01%
3,802
1545
$112K ﹤0.01%
+2,213
1546
$112K ﹤0.01%
1,606
1547
$111K ﹤0.01%
812
+625
1548
$111K ﹤0.01%
1,151
+845
1549
$110K ﹤0.01%
4,939
+4,839
1550
$110K ﹤0.01%
+5,107
60 61
62
63 64