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
1701
$78K ﹤0.01%
1,512
-336
1702
$78K ﹤0.01%
144
+103
1703
$77K ﹤0.01%
4,124
+2,347
1704
$77K ﹤0.01%
6,137
+3,122
1705
$77K ﹤0.01%
2,347
-857
1706
$77K ﹤0.01%
2,998
+500
1707
$77K ﹤0.01%
12,131
+456
1708
$77K ﹤0.01%
1,163
1709
$77K ﹤0.01%
+1,935
1710
$77K ﹤0.01%
854
+600
1711
$77K ﹤0.01%
+5,689
1712
$77K ﹤0.01%
1,669
+1,077
1713
$76K ﹤0.01%
+4,304
1714
$76K ﹤0.01%
7,969
-492
1715
$76K ﹤0.01%
3,999
-2,106
1716
$76K ﹤0.01%
956
-288
1717
$75K ﹤0.01%
+2,224
1718
$75K ﹤0.01%
2,000
1719
$75K ﹤0.01%
+2,191
1720
$75K ﹤0.01%
753
+284
1721
$75K ﹤0.01%
1,639
1722
$74K ﹤0.01%
3,840
1723
$74K ﹤0.01%
1,878
1724
$74K ﹤0.01%
1,756
-31
1725
$73K ﹤0.01%
2,420
+173
67 68
69
70 71