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
1901
$43K ﹤0.01%
+406
1902
$43K ﹤0.01%
1,668
1903
$43K ﹤0.01%
+875
1904
$43K ﹤0.01%
514
1905
$43K ﹤0.01%
974
+156
1906
$42K ﹤0.01%
+600
1907
$42K ﹤0.01%
559
+374
1908
$42K ﹤0.01%
408
+332
1909
$42K ﹤0.01%
875
-250
1910
$42K ﹤0.01%
276
-25
1911
$42K ﹤0.01%
1,346
+637
1912
$42K ﹤0.01%
+2,000
1913
$42K ﹤0.01%
308
+21
1914
$41K ﹤0.01%
2,508
+6
1915
$41K ﹤0.01%
292
1916
$41K ﹤0.01%
1,585
+4
1917
$41K ﹤0.01%
577
1918
$41K ﹤0.01%
+1,141
1919
$41K ﹤0.01%
1,655
-3,841
1920
$41K ﹤0.01%
1,537
+787
1921
$41K ﹤0.01%
573
1922
$41K ﹤0.01%
+469
1923
$40K ﹤0.01%
1,450
1924
$40K ﹤0.01%
2,177
+8
1925
$40K ﹤0.01%
2,707
+7
75 76
77
78 79