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
1576
$102K ﹤0.01%
601
+231
1577
$102K ﹤0.01%
561
+3
1578
$102K ﹤0.01%
+1,100
1579
$102K ﹤0.01%
3,013
1580
$102K ﹤0.01%
935
+336
1581
$102K ﹤0.01%
389
+234
1582
$102K ﹤0.01%
1,190
-73
1583
$101K ﹤0.01%
8,422
+58
1584
$101K ﹤0.01%
1,858
+281
1585
$101K ﹤0.01%
2,239
1586
$101K ﹤0.01%
1,021
+137
1587
$101K ﹤0.01%
1,324
+656
1588
$101K ﹤0.01%
+2,100
1589
$101K ﹤0.01%
292
+3
1590
$101K ﹤0.01%
5,031
+121
1591
$100K ﹤0.01%
3,424
-97
1592
$100K ﹤0.01%
1,367
1593
$100K ﹤0.01%
3,714
+642
1594
$99K ﹤0.01%
646
-321
1595
$99K ﹤0.01%
9,902
+4,228
1596
$99K ﹤0.01%
7,578
+730
1597
$99K ﹤0.01%
+11,225
1598
$99K ﹤0.01%
8,992
+2,806
1599
$99K ﹤0.01%
2,913
+1,728
1600
$99K ﹤0.01%
2,132
+62
62 63
64
65 66