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
1776
$61K ﹤0.01%
1,044
+204
1777
$61K ﹤0.01%
+4,385
1778
$61K ﹤0.01%
1,165
+576
1779
$61K ﹤0.01%
1,528
-411
1780
$61K ﹤0.01%
3,847
1781
$61K ﹤0.01%
2,631
-150
1782
$61K ﹤0.01%
1,606
+270
1783
$61K ﹤0.01%
1,453
1784
$61K ﹤0.01%
+3,193
1785
$61K ﹤0.01%
2,887
+357
1786
$60K ﹤0.01%
913
-321
1787
$60K ﹤0.01%
+207
1788
$60K ﹤0.01%
2,749
1789
$60K ﹤0.01%
312
+38
1790
$60K ﹤0.01%
3,124
+2,980
1791
$60K ﹤0.01%
3,106
-69,063
1792
$60K ﹤0.01%
393
+69
1793
$59K ﹤0.01%
700
1794
$59K ﹤0.01%
653
-31
1795
$59K ﹤0.01%
1,508
+1,210
1796
$59K ﹤0.01%
422
1797
$59K ﹤0.01%
1,177
-856
1798
$59K ﹤0.01%
1,900
1799
$59K ﹤0.01%
1,735
+103
1800
$59K ﹤0.01%
3,419
70 71
72
73 74