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
1851
$51K ﹤0.01%
77
-5
1852
$50K ﹤0.01%
5,000
1853
$50K ﹤0.01%
515
1854
$50K ﹤0.01%
1,270
1855
$50K ﹤0.01%
2,743
+2,735
1856
$50K ﹤0.01%
534
+508
1857
$50K ﹤0.01%
649
-103
1858
$50K ﹤0.01%
394
-194
1859
$50K ﹤0.01%
+1,250
1860
$49K ﹤0.01%
4,236
+574
1861
$49K ﹤0.01%
680
+32
1862
$49K ﹤0.01%
897
1863
$48K ﹤0.01%
1,566
+652
1864
$48K ﹤0.01%
440
+54
1865
$48K ﹤0.01%
1,000
1866
$48K ﹤0.01%
225
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1867
$48K ﹤0.01%
1,302
+214
1868
$48K ﹤0.01%
619
-217
1869
$47K ﹤0.01%
611
-460
1870
$47K ﹤0.01%
2,247
+975
1871
$47K ﹤0.01%
1,000
1872
$47K ﹤0.01%
784
+169
1873
$47K ﹤0.01%
3,078
+1,328
1874
$46K ﹤0.01%
1,229
+333
1875
$46K ﹤0.01%
475
+46
73 74
75
76 77