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
1951
$38K ﹤0.01%
200
1952
$37K ﹤0.01%
1,255
+3
1953
$37K ﹤0.01%
+140
1954
$37K ﹤0.01%
888
-829
1955
$37K ﹤0.01%
1,813
+1,544
1956
$37K ﹤0.01%
4,421
+326
1957
$36K ﹤0.01%
+600
1958
$36K ﹤0.01%
2,102
+1,898
1959
$36K ﹤0.01%
210
1960
$36K ﹤0.01%
943
-2,230
1961
$36K ﹤0.01%
251
1962
$36K ﹤0.01%
+462
1963
$35K ﹤0.01%
1,191
1964
$35K ﹤0.01%
355
1965
$35K ﹤0.01%
2,120
+15
1966
$35K ﹤0.01%
889
+244
1967
$35K ﹤0.01%
1,148
+1,020
1968
$35K ﹤0.01%
343
+23
1969
$35K ﹤0.01%
1,155
-38
1970
$35K ﹤0.01%
1,802
-3,390
1971
$34K ﹤0.01%
3,827
+1,158
1972
$34K ﹤0.01%
678
+355
1973
$34K ﹤0.01%
801
+1
1974
$34K ﹤0.01%
1,475
1975
$34K ﹤0.01%
691
77 78
79
80 81