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
1826
$54K ﹤0.01%
2,321
+383
1827
$54K ﹤0.01%
3,500
-3,340
1828
$54K ﹤0.01%
744
+644
1829
$54K ﹤0.01%
638
-358
1830
$54K ﹤0.01%
3,569
+636
1831
$54K ﹤0.01%
1,305
+13
1832
$54K ﹤0.01%
940
+220
1833
$54K ﹤0.01%
2,944
+2,535
1834
$54K ﹤0.01%
798
+649
1835
$53K ﹤0.01%
1,323
1836
$53K ﹤0.01%
957
1837
$53K ﹤0.01%
1,424
-19
1838
$53K ﹤0.01%
5,484
+1,617
1839
$52K ﹤0.01%
545
-312
1840
$52K ﹤0.01%
+3,000
1841
$52K ﹤0.01%
1,518
-844
1842
$52K ﹤0.01%
1,606
+175
1843
$52K ﹤0.01%
+3,479
1844
$51K ﹤0.01%
3,546
1845
$51K ﹤0.01%
2,632
+2,132
1846
$51K ﹤0.01%
19,858
+3,686
1847
$51K ﹤0.01%
+4,129
1848
$51K ﹤0.01%
334
+34
1849
$51K ﹤0.01%
267
+10
1850
$51K ﹤0.01%
273
-145
72 73
74
75 76