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
1726
$73K ﹤0.01%
3,494
+347
1727
$73K ﹤0.01%
4,406
-299
1728
$73K ﹤0.01%
+6,609
1729
$73K ﹤0.01%
1,226
+142
1730
$72K ﹤0.01%
1,035
+150
1731
$71K ﹤0.01%
1,000
1732
$70K ﹤0.01%
365
1733
$70K ﹤0.01%
2,748
+1,377
1734
$70K ﹤0.01%
+11,500
1735
$70K ﹤0.01%
1,000
1736
$70K ﹤0.01%
6,625
+1,495
1737
$69K ﹤0.01%
1,216
+65
1738
$69K ﹤0.01%
2,231
+172
1739
$68K ﹤0.01%
1,947
-24
1740
$68K ﹤0.01%
536
1741
$68K ﹤0.01%
1,133
+522
1742
$68K ﹤0.01%
2,693
1743
$67K ﹤0.01%
48
+11
1744
$67K ﹤0.01%
689
+17
1745
$67K ﹤0.01%
3,971
1746
$67K ﹤0.01%
3,255
1747
$67K ﹤0.01%
1,556
+1,128
1748
$66K ﹤0.01%
591
-138
1749
$66K ﹤0.01%
4,857
+57
1750
$66K ﹤0.01%
808
+217
68 69
70
71 72