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
1751
$65K ﹤0.01%
+95
1752
$65K ﹤0.01%
10,374
+7,427
1753
$65K ﹤0.01%
1,487
1754
$65K ﹤0.01%
+908
1755
$65K ﹤0.01%
3,818
1756
$65K ﹤0.01%
5,720
-388
1757
$65K ﹤0.01%
9,740
+2,465
1758
$65K ﹤0.01%
1,118
+409
1759
$65K ﹤0.01%
7,618
1760
$64K ﹤0.01%
3,513
1761
$64K ﹤0.01%
+2,315
1762
$64K ﹤0.01%
1,905
1763
$63K ﹤0.01%
1,102
1764
$63K ﹤0.01%
17,829
+6,329
1765
$63K ﹤0.01%
1,578
+999
1766
$63K ﹤0.01%
698
+67
1767
$63K ﹤0.01%
1,028
1768
$63K ﹤0.01%
920
1769
$63K ﹤0.01%
4,468
+3,357
1770
$62K ﹤0.01%
4,110
+152
1771
$62K ﹤0.01%
7,234
+5,684
1772
$62K ﹤0.01%
989
+24
1773
$62K ﹤0.01%
2,327
+230
1774
$62K ﹤0.01%
2,120
-480
1775
$62K ﹤0.01%
1,167
-484
69 70
71
72 73