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
1651
$87K ﹤0.01%
1,763
+488
1652
$87K ﹤0.01%
10,290
+4,223
1653
$87K ﹤0.01%
3,740
+25
1654
$87K ﹤0.01%
849
+106
1655
$87K ﹤0.01%
659
+83
1656
$86K ﹤0.01%
337
+248
1657
$86K ﹤0.01%
775
1658
$86K ﹤0.01%
7,199
-39,254
1659
$85K ﹤0.01%
1,371
+219
1660
$85K ﹤0.01%
4,681
+3,031
1661
$85K ﹤0.01%
5,957
+28
1662
$84K ﹤0.01%
1,262
-310
1663
$84K ﹤0.01%
3,713
+14
1664
$84K ﹤0.01%
5,609
+2
1665
$84K ﹤0.01%
3,573
1666
$84K ﹤0.01%
304
-168
1667
$84K ﹤0.01%
1,715
+276
1668
$84K ﹤0.01%
20
1669
$83K ﹤0.01%
5,407
-1,109
1670
$83K ﹤0.01%
1,099
+248
1671
$83K ﹤0.01%
1,697
+11
1672
$83K ﹤0.01%
+4,360
1673
$82K ﹤0.01%
592
+386
1674
$82K ﹤0.01%
856
+118
1675
$82K ﹤0.01%
1,084
+235
65 66
67
68 69