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
1801
$58K ﹤0.01%
2,000
+317
1802
$58K ﹤0.01%
2,127
+1,830
1803
$58K ﹤0.01%
582
1804
$58K ﹤0.01%
+1,250
1805
$58K ﹤0.01%
1,000
1806
$58K ﹤0.01%
1,723
1807
$57K ﹤0.01%
2,202
1808
$57K ﹤0.01%
303
+1
1809
$57K ﹤0.01%
3,300
1810
$56K ﹤0.01%
620
+450
1811
$56K ﹤0.01%
1,850
+850
1812
$56K ﹤0.01%
+690
1813
$56K ﹤0.01%
6,678
+6,426
1814
$56K ﹤0.01%
+1,928
1815
$56K ﹤0.01%
1,016
-54
1816
$55K ﹤0.01%
646
+18
1817
$55K ﹤0.01%
1,321
+701
1818
$55K ﹤0.01%
+3,564
1819
$55K ﹤0.01%
11
+8
1820
$55K ﹤0.01%
4,055
+105
1821
$55K ﹤0.01%
5,672
-13,289
1822
$54K ﹤0.01%
1,417
-19
1823
$54K ﹤0.01%
478
+206
1824
$54K ﹤0.01%
3,395
-578
1825
$54K ﹤0.01%
927
-64
71 72
73
74 75