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
1876
$46K ﹤0.01%
996
+345
1877
$46K ﹤0.01%
861
-29
1878
$46K ﹤0.01%
527
+259
1879
$46K ﹤0.01%
+682
1880
$45K ﹤0.01%
759
+50
1881
$45K ﹤0.01%
+1,688
1882
$45K ﹤0.01%
3,922
1883
$45K ﹤0.01%
3,199
+2,838
1884
$45K ﹤0.01%
975
1885
$45K ﹤0.01%
1,835
-786
1886
$45K ﹤0.01%
1,809
+309
1887
$45K ﹤0.01%
630
1888
$44K ﹤0.01%
364
+29
1889
$44K ﹤0.01%
1,250
1890
$44K ﹤0.01%
+397
1891
$44K ﹤0.01%
1,867
+120
1892
$44K ﹤0.01%
976
+567
1893
$44K ﹤0.01%
514
+224
1894
$44K ﹤0.01%
402
+101
1895
$43K ﹤0.01%
479
+1
1896
$43K ﹤0.01%
+2,839
1897
$43K ﹤0.01%
4,591
+1,686
1898
$43K ﹤0.01%
+2,676
1899
$43K ﹤0.01%
509
-3,284
1900
$43K ﹤0.01%
1,962
74 75
76
77 78