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
1676
$82K ﹤0.01%
9,087
1677
$82K ﹤0.01%
4,850
1678
$82K ﹤0.01%
1,092
+341
1679
$82K ﹤0.01%
1,976
+786
1680
$82K ﹤0.01%
3,899
+2,469
1681
$81K ﹤0.01%
+4,560
1682
$81K ﹤0.01%
503
1683
$81K ﹤0.01%
8,929
+1,393
1684
$81K ﹤0.01%
818
+21
1685
$81K ﹤0.01%
1,705
-3,430
1686
$81K ﹤0.01%
5,433
+33
1687
$80K ﹤0.01%
2,433
+1
1688
$80K ﹤0.01%
5,286
-4,507
1689
$80K ﹤0.01%
2,736
-514
1690
$80K ﹤0.01%
313
+1
1691
$80K ﹤0.01%
+2,873
1692
$80K ﹤0.01%
704
+423
1693
$79K ﹤0.01%
3,351
+2,551
1694
$79K ﹤0.01%
3,631
-2,508
1695
$79K ﹤0.01%
933
+208
1696
$79K ﹤0.01%
2,727
1697
$79K ﹤0.01%
+300
1698
$79K ﹤0.01%
8,047
+1,547
1699
$78K ﹤0.01%
925
-6
1700
$78K ﹤0.01%
8,090
-5,417
66 67
68
69 70